Kevin Miller’s Post

There continues to be significant interest and speculation about the data center expansion plans of AWS and other cloud providers, so I thought I’d share some of our thinking here. First and foremost, we continue to see strong demand for both Generative AI and foundational workloads on AWS. We have almost two decades of experience delivering data center capacity to meet customer demands, when and where they need it. That experience has taught us to consider multiple solutions in parallel. Some options might end up costing too much, while others might not deliver when we need the capacity. Other times, we find that we need more capacity in one location and less in another. This is routine capacity management, and there haven’t been any recent fundamental changes in our expansion plans. Fortunately for our customers, they’re able to focus on their business and leave these details to us.