‘26 is obviously at this point sold out.
on a16z podcast released Friday
Amazon Web Services capacity is mostly booked up through at least next year, Amazon CEO Andy Jassy said on an Andreessen Horowitz podcast released on Friday. “‘26 is obviously at this point sold out. ...
The Information“There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”
“Amazon.com CEO Andy Jassy doesn't think any singular AI model -- whether from OpenAI, Anthropic, Alphabet or SpaceX -- will be top dog.”
“The use of artificial intelligence for cybersecurity is a really big deal, according to Amazon.com CEO Andy Jassy.”
“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”
“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”
“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”