$AMZN CEO Andy Jassy Says "a Good Chunk of '28 Is Sold Out" as AWS Splits Scarce Memory Between AI...

$AMZN CEO Andy Jassy says "a good chunk of '28 is sold out," while AWS is already having to split scarce memory between AI accelerators and its core cloud business.
According to the post, the world's largest cloud provider is confirming what $SPCX and $NBIS have been saying all month, with SpaceX unable to find spare compute and Nebius saying it could sell out 2027 capacity at today's prices.
The post questions where the AI compute glut that bears expected in 2028 is supposed to come from.