Amazon's reported AWS capacity shortage through 2027 strengthens the case for its AI cloud business. Per Polymarket, CEO Andy Jassy said AWS cloud computing capacity is sold out for all of 2027 amid surging AI demand. x.com 

AWS supply constraints are masking demand strong enough for more than 40% growth over the next two years. Without those constraints, Amazon would have beaten the over-40% AWS growth whisper number; AWS is sold out for 2028. x.com 

Amazon's capex cycle could keep its stock dead money for longer. Guidance for 40% AWS growth over two years suggests spending will continue until at least 2029, and likely beyond; the $370 target Goldman cites assumes an end to that cycle without saying when. x.com 

Amazon's urgent AI buildout is expected to lift revenue and profits permanently despite a higher spending floor. Andy Jassy said spreading capex over 25 years would be preferable, but this opportunity calls for a faster buildout. Longer chip lifecycles and in-house designs should help offset costs. Several companies, including Amazon, are expected to exceed $10T in market value by decade's end. x.com  x.com 

AWS's rapid growth in a huge business makes the long-term outlook decisively bullish for Amazon and the AI ecosystem. AWS revenue grew 39.3% year over year in September 2026; management guides for growth above 40% in 2027 and 2028. Amazon is always very conservative with guidance, making that AI outlook doubly bullish. x.com  x.com  x.com 

More SpaceX compute capacity could hurt Google, Amazon and Microsoft's AI compute businesses by adding competing supply for Anthropic and other labs. Musk said on a SpaceX call he is fairly confident it can bring an incremental 10GW online in 2027; if it can, that is probably bad news for the major hyperscalers. x.com 

Amazon's record AI spending looks backed by AWS demand, despite pressure on near-term profit. AWS grew 39% to $46bn, and CEO Andy Jassy projects growth above 40% in both 2027 and 2028. Quarterly capex reached $77.3bn, almost $20bn above expectations; the Q4 profit guide missed and retail ads softened. AWS acceleration makes the drop worth buying. Overweight; $370 target. x.com  x.com 

AWS growth and backlog provide Amazon strong revenue visibility despite near-term free-cash-flow pressure. AWS revenue growth accelerated to 39.3%, backlog reached $578B with triple-digit year-over-year growth, and Amazon management expects growth above 40% in 2027 and 2028. TTM free cash flow fell to negative $42.4B while 2026 cash CapEx remained $220B, primarily for AI infrastructure. x.com 

Amazon's negative free cash flow and far-off AWS guidance add to its investment risk. Free cash flow is -$42 billion. True_yes_man describes Jassy extrapolating fourth-quarter AWS revenue at 40% growth for five years. That guide cannot be taken seriously; it resembles the Tesla and Nvidia playbook of projecting years ahead to support the market into the midterms, then recalibrating later. x.com  x.com 

Fast peer-cloud growth makes a bullish Amazon earnings view hard to resist. Azure grew 48% and Google Cloud 103%; the forecast is for 42%+ AWS growth. AWS is expected to grow over 40% annually over the next two years, so selling Amazon here risks missing that growth. x.com  x.com