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AWS’s large capacity blocks are mostly booked for 2027, with a substantial share of 2028 committed, Andy Jassy says; some capacity remains reserved for on-demand EC2 and Bedrock.

Amazon CEO Andy Jassy speaking at an Amazon Devices event in New York on February26,2025. Reuters/Brendan McDermid file photo, carried with Reuters’ October23,2026 capacity report by CNA; not an image of the new podcast.

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