Andy Jassy (Amazon CEO)
25:06AWS capacity for 2026 is sold out, 2027 is largely sold out and a good chunk of 2028 is sold out, apart from a portion held back for on-demand use.
AMZN novelty 2/3 · verifiable 2/3 Andy Jassy (Amazon CEO)
13:09AWS's AI business has passed $25 billion in annual run rate within the first three years of the generative AI wave.
AMZN novelty 2/3 · verifiable 2/3 Andy Jassy (Amazon CEO)
15:05Amazon buys servers and networking gear only a few months ahead of demand and expects them to break even in about three years with 5 to 6 year useful lives, while data centers need about two years of lead time, creating free cash flow headwinds during the build.
AMZN novelty 2/3 · verifiable 2/3 Andy Jassy (Amazon CEO)
32:11Amazon's Trainium AI chip is about 30 to 40 percent more price-performant than comparable processors, per Jassy.
Andy Jassy (Amazon CEO)
24:53Jassy does not expect the shortage of data-center capacity, power and memory to end in 2027, and says supply constraints will show up in different components for several years.
AMZN novelty 1/3 · verifiable 1/3 Amazon has banned Meta's Muse agent from its site.