Jassy says Amazon has no spare AI compute until after 2028

Amazon CEO Andy Jassy told Ben Horowitz of a16z that Amazon has run out of compute capacity until beyond 2028, according to a report by Rohan Paul on X. The report quotes Horowitz arguing that AI differs from the dot-com bubble because current demand exceeds what anyone can supply, while the dot-com network was built before users existed. The report carries Jassy's statement as a secondhand account of a conversation and does not include Amazon's own confirmation or any figures on capacity.