AWS just had its best cloud quarter in more than four years, and Amazon still says it doesn’t have enough cloud infrastructure to keep up. CEO Andy Jassy didn’t mince words about it on the earnings call, calling AWS’s current cloud momentum a genuine boom. The unit added more than $4.6 billion in cloud revenue compared to the previous quarter alone, roughly 80% larger than any quarterly jump AWS had posted before. He added that the same cloud capacity crunch will likely stretch into 2027, with customers already locking up the bulk of AWS’s planned 2027 cloud capacity, and some already staking a claim on 2028 slots. AWS‘s cloud backlog reflects that pressure clearly, climbing to $496 billion by quarter’s end, up from $364 billion just three months earlier.