Amazon reports that AWS AI demand continues to outpace available infrastructure, prompting higher spending on AI-related capacity. According to information shared around the company’s latest earnings reporting, Amazon lifts its AI infrastructure spending to $220 billion. The company links the increase to the costs of building out AI hardware, including memory expenses, and says demand is strong enough that it extends beyond near-term timelines. Multiple outlets also note that AWS growth is accelerating, described as the fastest pace over roughly the past 18 quarters, aligning with continued demand for AI services. Despite the spending increase, Amazon states that capacity remains constrained, indicating that additional demand cannot be fully met immediately. One outlet emphasizes that even with the higher investment level, capacity limitations persist. Another reports that Amazon says the demand already stretches into 2028, reinforcing the message that supply expansion is ongoing and that customer demand is expected to remain high over several years.