Demand for AI cloud capacity has already begun to exceed supply

Demand for AWS cloud services for training and providing artificial intelligence services has already exceeded supply. This was reported by Amazon, adding that it plans to invest about $100 billion in new data centers and AI chips through 2025, according to Bloomberg.

The company's CEO Andy Jesse said that Amazon aims to become a supermarket of artificial intelligence and is ready to invest heavily to ensure leadership in the cloud computing industry. However, the company is currently facing difficulties in launching new data centers. The problems arise from the supply of chips both from third-party suppliers and from its own division, as well as from the limited availability of energy.

At the same time, Jesse believes that in the second half of 2025, these problems can be at least partially resolved. In addition, he noted that the company's capital expenditures of $26.3 billion in the last three months of 2024, most of which were directed to AI, are indicative of the planned expenditures for 2025.

Amazon is not the only company unable to meet the demand for AI. Earlier, Microsoft said that its cloud services revenue suffered due to the lack of data centers to fully meet the demand for AI products.

We would like to remind you that the topic of high electricity consumption, in particular for artificial intelligence, was actively discussed during 2024. Earlier it was reported that by 2028, consumption by US data centers, which are responsible for 45.6% of all data centers in the world, could triple. Demand for electricity in the US has already set a record in 2024 and may break it in 2025.