Amazon CEO: Strong computing demand will last until 2028
Amazon/AWS
Amazon has raised its full-year capital expenditure forecast to $220 billion. CEO Andy Jassy stated that even with this investment, computing supply will not fully meet customer demand in 2026 and 2027, and customer orders locked in for 2028 are already very significant.
Amazon raised its full-year capital expenditure forecast to $220 billion in a post-market earnings call on Thursday. CEO Andy Jassy told investors that even with investments at this level, computing supply will still not fully meet all customer demand in 2026, and the company judges that there will also be a supply gap in 2027. In fact, the scale of customer orders already locked in for 2028 is very significant. The news comes from a report by Cailianshe and 36Kr, which also covered China's Ministry of Industry and Information Technology issuing a plan for green industrial development, but the main AI-related news focus is Amazon's computing demand outlook.
Source: 36Kr —
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