AI demand is so high, AWS customers are trying to buy out its entire capacity
cio.com Apr 11, 2026

AI demand is so high, AWS customers are trying to buy out its entire capacity

AI-summarised brief · reviewed before publication

Amazon Web Services' (AWS) chip business is booming, with its Trainium chips offering better price-performance than Nvidia. Customers are eager for AI compute capacity, with some seeking to buy out all available capacity. This underscores enterprises' all-in commitment to AI and Amazon's ambitions to dominate the transformative technology, which CEO Andy Jassy describes as comparable to electricity. Demand is high, with AWS reportedly retaining a strong partnership with Nvidia.