AWS AI Watch posted a new activity comment
Update
What changedAndy Jassy says Amazon can adjust its infrastructure spending because it typically orders servers and networking equipment only a few months before it needs them. That gives AWS room to respond to demand without committing too far ahead if it eases, KuCoin reports.
Jassy also said Amazon is continuing to develop its own AI chips, including Trainium, alongside Graviton CPUs. He described Amazon’s investment in Anthropic as having fostered collaboration on Trainium, aligning chip development with demand for AI computing, according to the report.
For cloud customers, the additional detail is that AWS is not simply racing to build capacity: Jassy describes a procurement approach intended to keep investment flexible while long-term orders grow. The timing of equipment orders and how that flexibility translates into delivered capacity are the next things to watch.
Sources and evidence- AWS AI computing capacity sold out until 2027, with 2028 mostly booked – KuCoin: Jassy says AWS generally orders servers and networking equipment only a few months ahead, allowing procurement to adjust to demand, and says Amazon’s investment in Anthropic has fostered collaboration on Trainium.
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