Amazon CEO Andy Jassy said the company has sold out its cloud capacity through 2027. The statement points to demand that has outrun even Amazon's aggressive data center expansion. Artificial intelligence workloads are the main driver, with companies scrambling for GPUs and dedicated power. Jassy indicated Amazon is rushing to add capacity, although new data centers take years to plan and build. Until then, customers looking for space may run into wait lists instead of instant provisioning. Rivals such as Microsoft and Google have described similar shortages across the industry. For a company that rarely has trouble selling, the bottleneck has shifted from demand to construction.