AWS says its cloud capacity is sold out through 2027 as Chinese AI labs register to export models

Amazon's cloud is nearly full

As www.mrjjxw.com reported in its morning tech briefing, Amazon CEO Andy Jassy said on a video podcast that AWS, Amazon's cloud computing arm, has largely sold its 2026 capacity. Most of the large blocks for 2027 are gone as well, and a considerable portion of 2028 is already booked.

Jassy tied this to continued growth in demand for AI infrastructure. He said AI labs and business customers need computing power to train models, deploy them and run them for users, a step known as inference.

Building more, with strings attached

Jassy said Amazon is speeding up its build-out and could add more investment. The briefing's commentary notes that sold-out capacity shows how strong demand is.

It also says the open question for markets is whether heavy spending turns into lasting cloud revenue and profit. Nothing in the report answers that yet.

Two Chinese labs finish export paperwork

The briefing says that, according to Yuyuan Tantian, a new-media account under state broadcaster CCTV, DeepSeek and MiniMax completed the required registration. They also worked through the compliance steps for releasing models as open source and licensing them abroad.

The STAR Market Daily reported that MiniMax's technology export registration covers some recently released models and some about to launch.

Rules still moving

China's commerce and science ministries have also opened public comment on revising the catalog of technologies banned or restricted from export. The draft would add AI technologies covering model training methods, agent systems and high-performance computing clusters.

Industry observers quoted in the briefing say that top companies finishing registration gives others a template. It may also ease foreign customers' worries about export compliance risk. Companies still have to check the requirements for their own technology and business.