Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity

yf_tkr_AMZN · 2026-10-24 · Bullish AI sentiment

$AMZN

Andy Jassy says AWS capacity years out is already spoken for, yet Amazon is burning cash at a pace that raises an uncomfortable question about who exactly is doing the booking and what happens if their funding dries up.

Sector coverage: Consumer Cyclical · Internet Retail

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