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Rohan Paul· @rohanpaul_ai · X· 2026-10-20 03:22 · Original publication time AI score39

Andy Jassy says Amazon’s compute capacity is booked beyond 2028Machine translation

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Amazon CEO Andy Jassy told Ben Horowitz that Amazon is out of compute until beyond 2028. Horowitz argues that AI demand exceeds available supply. Chamath attributes a jump in credit default swap spreads for neocloud providers such as CoreWeave to rising US interest rates and CoreWeave’s heavy borrowing while selling capacity at fixed prices.

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Rohan Paul@rohanpaul_ai

https://t.co/Eb8wS48jfG

ReplyRohan Paul@rohanpaul_ai

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

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QuoteRohan Paul@rohanpaul_ai

Full video on "All-In Podcast" YouTube channel https://t.co/GSHwjxbabr

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Related contextRohan Paul@rohanpaul_ai

Chamath explains why credit default swap spreads on neocloud like CoreWeave have jumped. in short, US interest rates are rising, and CoreWeave borrows heavily while selling its capacity at fixed prices. ---- Full video on "All-In Podcast" YouTube channel, (link in comment) https://t.co/Pp0cjmRYvu

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03:22 · 2026-10-20 · UTC+8

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