Matt Garman, CEO of AWS, Amazon's $100+ billion cloud division and what he just said is the single most important data p…
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-04-26
(No summary yet for this item — extraction summaries are still backfilling.)
Appears in
Extraction
Topics: ai-infrastructurecloud-computinggpu-demanddata-center-capacity
Claims
- AWS is completely sold out of AI compute capacity with no available headroom.
- AWS has never retired a single A100 GPU server, despite the A100 being a six-year-old chip.
- Demand for AI compute outstrips supply even for previous-generation hardware.
Key quotes
We are completely sold out and have never retired an A100 server.