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
- The Summer of Johann: prompt injections as far as the eye can see - 15th August 2025
- Open weight LLMs exhibit inconsistent performance across providers - 15th August 2025
- LLM 0.27, the annotated release notes: GPT-5 and improved tool calling - 11th August 2025