The Cloud Capacity Crisis Is Here
Show notes
The cloud was supposed to be infinite — but AI may have finally exposed its limits. In this video, we break down why Amazon Web Services is growing at a massive pace, yet still struggling to keep up with demand from AI companies and enterprise customers. AWS revenue is surging, backlog is exploding, and Amazon is planning enormous infrastructure spending, but even that may not be enough to satisfy demand through 2026 and 2027.
This story is bigger than one earnings report. It shows how artificial intelligence is changing the economics of cloud computing. The new bottlenecks are not just software or algorithms — they are power grids, data centers, GPUs, memory, cooling systems, networking gear, and construction timelines. Cloud capacity is becoming a scarce resource, and companies that reserve compute early may gain a serious advantage over competitors who wait too long.
We'll look at why AWS is still winning financially, why that success creates new pressure, and why the future of AI may depend less on smarter models and more on who can build enough physical infrastructure fast enough.