AWS CEO Matt Garman: "Because there is so much more demand than supply, there typically still is demand for the older ch…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-04-26
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Topics: ai-chip-demandgpu-supply-constraintscloud-infrastructure
Claims
- AWS has never retired an A100 server because demand has continuously exceeded supply.
- Demand for AI compute outstrips supply even for older GPU generations, not just new hardware.
- AWS is completely sold out of A100 server capacity as of the statement date.
Key quotes
Because there is so much more demand than supply, there typically still is demand for the older chips, actually. And today, we actually are completely sold out of and have never retired an A100 server, as an example.