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TRX Horowitz says Jassy told him AWS AI compute sold out beyond 2028
Ben Horowitz said Amazon CEO Andy Jassy told him AWS AI compute capacity is sold out beyond 2028, according to a post quoting Horowitz. Horowitz argued that this supply shortage makes the current AI buildout fundamentally different from the dot-com bubble, where there was not enough consumer demand to absorb built-out bandwidth.
Why “Rumor”
- Only community or trader posts: r/stocks
0 independent source groups across 1 post · evidence score 9/100. How labels work
What the sources claim
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Ben Horowitz said Andy Jassy told him AWS AI compute is sold out beyond 2028.
“Andy Jassy told him its AI compute is sold out beyond 2028”
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Horowitz said the shortage makes this fundamentally different from the dot-com bubble.
“that shortage makes this fundamentally different from the dot-com bubble”
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Horowitz said the internet bubble lacked enough demand, with too few consumers to absorb built-out bandwidth.
“There weren’t enough consumers on the internet to absorb all the bandwidth that had gotten built out.”
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Sources
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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-10-18 14:50 UTC. Labels are computed from the sources, not by the model.