AWS capacity is mostly spoken for through 2028
Amazon Web Services (AWS) is seeing strong demand for its services, with CEO Matt Garman stating that much of the company’s capacity is already booked through 2027 and into 2028.
AWS’s AI and Chips businesses have eclipsed $25 billion run rates, with triple-digit growth.
The company’s shares have surged 20% in five sessions, with AWS posting 37% growth, its fastest in 18 quarters.