""We're growing at really an unprecedented rate. Yet, I think every provider would tell you, including us, that we could actually grow faster if we had all the supply that we could take," he said on the company's Thursday earnings call. "And so we are being incredibly scrappy around that. If you look in the last 12 months, we added 3.9 gigawatts of power. Just for perspective, that's twice what we had in 2022....We expect to double it again by the end of 2027.""
""If you look at the capital we're spending and intend to spend this year, it's predominantly in AWS. And some of it is for our core workloads, which are non AI workloads because they're growing at a faster rate than we anticipated. But most of it is on AI," Jassy said. "What we're continuing to see is as fast as we install this capacity, this AI capacity, we are monetizing it. So it's just a very unusual opportunity.""
AWS is monetizing compute capacity as it brings it online and plans to double datacenter power capacity by the end of 2027. The company added 3.9 gigawatts of power in the past 12 months, twice its 2022 level, and intends to expand capacity as fast as customer demand requires. Capital spending is concentrated in AWS, primarily on AI infrastructure, with some investment for faster-growing non-AI core workloads. AI capacity is being monetized immediately upon installation, creating an unusual growth and revenue opportunity, while operating margins may fluctuate during infrastructure buildout.
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