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.
Rob Wydareny Tom Harrison thought to draw your attention to Kevin’s post here that says AWS continues to be bullish on investments in Data Centers and always considers multiple sites in parallel
Nice 👍
Helpful insight, Kevin
Spot on Kevin Miller
🤔
Thanks for the clarification, Kevin. There’s been a lot of talk suggesting that AI growth and infrastructure are slowing down—but you’ve just put those rumors to rest. Much appreciated!
It's such a cool challenge to work to build and adapt to this landscape. It wasn't that long ago that predictive evolutionary algos were these little curiosities; can't wait to see what folks build on this new silicon infra.
Appreciate the insight, Kevin. It’s clear that proactively managing a range of delivery options is part of disciplined capacity planning and optimization—not an indicator of a shift in overall strategy or demand. Helpful to have that context, especially as some in the industry seem to be reading too much into what are really just smart operational adjustments. Thank you for cutting through the noise.
Thanks for the insight Kevin.
Created World’s First Climate Bond
3moKevin Miller Interesting, thank you. Our SOLID STATE COOLING tech would use ZERO electricity to cool your data centers….. we can massively reduce AWS’ 1) electricity costs, 2) zero water, 3) enhanced compute as we eliminate thermal throttling of the chips, 4) reduced carbon as a result of the reduction in electricity demand of 30-40%. FrostByte solid state cooling from www.mobiusvortex.com