[komaromy]

> For AWS, it allows them to make hardware investments early on

I can't imagine this deal (signed in April 2021) has that much impact on either AWS's hardware budget or their usage projections.

[pm90]

Believe it or not cloud providers don’t have unlimited compute elasticity. That’s a fundamental deceit of cloud computing. While Pinterest by itself may not make a difference, the accumulated guaranteed compute requirements across all such deals give AWS a pretty solid resource provisioning baseline to target.

[QuinnyPig]

Sorta; it depends upon whether the deal is scoped to specific AZs or not. At this scale the contracts are effectively bespoke.