NVIDIA B200 Systems Sold Out and AWS Capacity 'Spoken For' Through 2028 Amid Surging AI Infrastructure Demand

NVIDIA's powerful B200 systems are reportedly sold out, while Amazon Web Services (AWS) CEO Matt Garman stated that much of its cloud capacity is already committed through 2028. This highlights an accelerating buildout of AI infrastructure, with AWS's AI and Chips businesses each exceeding $25 billion run rates and growing at triple-digit rates. The high demand signals significant ongoing investment in semiconductors and cloud computing for AI.