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Amazon CEO Andy Jassy says Amazon is out of compute until after 2028

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Amazon CEO Andy Jassy told Ben Horowitz of a16z that Amazon has run out of compute capacity until beyond 2028. Horowitz argues that AI differs from the dot-com bubble because demand currently exceeds what anyone can supply, whereas the dot-com network was built before users existed.

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Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028

Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.

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Full video on "All-In Podcast" YouTube channel, (link in comment)

Source: Rohan Paul · x.comPublished · added here