AWS承诺容量至2027年基本售罄，仍保留按需余量
原标题：AWS Capacity Largely Sold Out Through 2027, With On Demand Headroom Reserved
AI 摘要
亚马逊CEO Andy Jassy在播客中表示，AWS的大规模承诺云容量到2027年基本售罄，2028年相当一部分也已分配，但公司仍为按需实例、EC2和Bedrock保留余量。分析师David Linthicum认为报道夸大了情况，指出预预留容量块与日常可分配容量不同；Reddit开发者则反映普通EC2实例近期也出现容量紧张。该表态反映AI算力需求持续挤压云容量，也引发对预留资源这一反云模式的讨论。
正文节选
Amazon CEO Andy Jassy recently said that AWS’s large committed cloud capacity is largely sold out through 2027, with a good chunk of 2028 already allocated, while the company continues to reserve headroom for On Demand, EC2 and Bedrock. Jassy made the remarks in a video podcast with Andreessen Horowitz co-founder Ben Horowitz and general partner Erik Torenberg, reported by Reuters on October 23. AWS sells capacity assurance through On-Demand Capacity Reservations and Capacity Blocks for ML, wher