NuAxiSemiconductor trade intelligence
RT NEWS: #Amazon says #AWS large-scale compute capacity is fully booked for 2026, most of 2027 is sold out and a considerable share of 2028 is committ...
What happened
According to an RT NEWS item reposted by TrendForce, Amazon said that AWS large-scale compute capacity is fully booked for 2026, most of 2027 is sold out, and a considerable share of 2028 is committed. CEO Andy Jassy also said he does not expect Memory and power shortages to end in 2027. The source does not state the cause of the fully booked capacity or the persisting shortages; this is a statement of capacity/demand booking status, not a realized price change or confirmed production cut.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
large-scale compute capacityMemorypower
AWScapacity fully booked202620272028memory shortage
Source and time
Source: TrendForce Official (Market Data) · 10/24/2026 · View original source
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