AWS chief: AI labs want “gobs and gobs of compute” Jassy: “As fast as we install AI capacity we’re monetising it” - but need to be "scrappy" getting power is coming with risks. Edward Targett Feb 08, 2026 - 4 min read An AWS Project Rainier data centre. Image credit: AWS Amazon will spend $200 billion largely on AWS systems in 2026 – because “as fast as we install AI capacity we’re monetising it” said CEO Andy Jassy. This post is for paying subscribers only Join peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events. Subscribe now Already a member? Sign in