Jassy says AWS capacity is mostly booked through at least next year

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Amazon CEO Andy Jassy says AWS capacity is mostly booked through at least next year. That puts both the extent of existing bookings and their duration at the center of the capacity picture.

Here's what that means:

• Most AWS capacity is already booked, according to Jassy. The claim concerns capacity with existing commitments, not simply interest in future capacity.
• The bookings extend through next year, rather than covering only the immediate period.
• “At least” makes next year a minimum horizon.

One catch: mostly booked is not the same as completely sold out. That distinction matters when interpreting the scale of the bookings, which cover most capacity rather than all of it.

Sources: theinformation.com