The excess capacity story is a myth. It was never a matter of selling excess capacity, actually within 2 months after launch AWS would have already burned through the excess Amazon.com capacity. Amazon Web Services was always considered a business by itself, with the expectation that it could even grow as big as the Amazon.com retail operation.
Recent articles
- Trying out the new Gemini 2.5 model family - 17th June 2025
- The lethal trifecta for AI agents: private data, untrusted content, and external communication - 16th June 2025
- An Introduction to Google’s Approach to AI Agent Security - 15th June 2025