Amazon.com says there’s more demand than capacity at AWS

The company states: “On the supply constraints, that relates to AWS and what we see there, As I mentioned, we have more demand than we have capacity at this point. And I think that and and you see know, some of the constraints that and they kind of exist in multi places. The single biggest constraint is power. But I you know, you also see constraints off and on with chips and then some of the components that, you know, once you have the chips to actually make the servers, you know, you there are, you know, sometimes you have new generations of chips that are a little bit later than they’re supposed to be, and sometimes you get the chips and, you know, the yield you get in making servers isn’t what you what you expect when you get to ramp. So there are a bunch of those pieces today that we’re working on. It’s really true across the industry today. I I don’t believe that we will have fully resolved the amount of capacity we need for the amount of demand that we have in a couple of quarters. I think it will take several quarters. But I do expect that it’s gonna get better each quarter, and I’m I’m optimistic about that.”