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
- LLM predictions for 2026, shared with Oxide and Friends - 8th January 2026
- Introducing gisthost.github.io - 1st January 2026
- 2025: The year in LLMs - 31st December 2025