Amazon CEO Says AWS Still Has Capacity Constraints -- Market Talk
Dow Jones
Apr 09
0941 ET - Amazon Web Services is growing rapidly but it could be growing even faster if it were not for "capacity constraints that yield unserved demand," says Chief Executive Andy Jassy in his shareholder letter. He says that two AWS customers have asked to buy all of Amazon's custom CPU chip Graviton instance capacity in 2026. "We can't agree to these requests given other customers' needs, but it gives you an idea of the demand," Jassy says. AWS added 3.9 gigawatts of new power capacity in 2025 and expects to double capacity by the end of 2027. (nicholas.miller@wsj.com)
(END) Dow Jones Newswires
April 09, 2026 09:41 ET (13:41 GMT)
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