Day Lila

Information Technology · Sunday, 25 October 2026

01 Briefing what happened

Amazon's boss says its cloud computers are largely sold out through 2027 and much of 2028, as AI firms rent all it can build

18 stories 32 sources

Andy Jassy said on Friday that Amazon Web Services has sold most of its computing for 2027 and a good part of 2028, days before Amazon's results, on a weekend that also brought a study of chatbots picking election candidates and a lawsuit over Elvis Presley's songs.

2027

the year through which AWS's computing is largely sold out, with a good part of 2028 gone too

Andy Jassy said so on a podcast on Friday [1]

$220bn

what Amazon planned to spend in 2026 on buildings and equipment

Jassy said it could spend a lot more and it would not be a bad use of money [1]

5 years

the shortest term on most of Amazon's AI computing contracts

Jassy said in July that its servers last five to six years [2]

183 GW

of US data-centre capacity one economist expects by 2032

almost five times the level before 2025, at more than $10 trillion [3]

The lead story — what happened

  • Andy Jassy, the boss of Amazon, said on Friday that its cloud business has sold most of its computing power through 2027. [1]
  • 'A good chunk of 2028 is sold out,' he said, on a podcast with Ben Horowitz and Erik Torenberg of Andreessen Horowitz, a big US venture firm. [1]
  • The cloud business, Amazon Web Services or AWS, rents out computers over the internet, and Jassy said it is struggling to keep up with AI labs and businesses. [1]
  • Its computing for 2026 was already sold out, he said. [1]
  • AWS still holds some back for customers who pay as they go, and for EC2, which rents out servers, and Bedrock, which offers AI models. [1]
  • Amazon said earlier this year it would spend about $220 billion in 2026 on buildings and equipment, and Jassy said it 'could invest a lot more'. [1]
  • In July Jassy said most of Amazon's AI computing is now rented on contracts of at least five years, while its servers last five to six years. [2]
  • Money is not the only limit: Business Insider reported this week that even Amazon is struggling to get enough electricity for its AI equipment. [4]
  • This week Amazon also dropped plans for four data centres on a 122-acre site in Loudoun County, Virginia, after local objections, and will use most of the land for homes and other buildings. [5]
  • A Columbia Business School economist estimates US data centres will reach 183 gigawatts by 2032, almost five times the level before 2025, at a cost of more than $10 trillion. [3]
  • Investors are now doubting smaller firms that build and rent out AI computers, as higher borrowing costs eat into what they earn, Reuters Breakingviews wrote. [3]
  • Amazon reports its results for July to September on 29 October. [1][2]
How much of AWS's computing Andy Jassy says is already sold, year by year. He gave no figures.

Who is involved

  • Andy Jassy

    Amazon's chief executive, who used to run AWS; he says its computing is sold out for years

  • Amazon Web Services (AWS)

    Amazon's cloud arm, which rents out computers, storage and AI models over the internet

  • Andreessen Horowitz

    a big US venture firm that invests in start-ups; two of its partners hosted the podcast

  • Loudoun County, Virginia

    the county with more data centres than anywhere; its objections led Amazon to drop four

How it unfolded

  1. July Jassy says most AI computing is rented on contracts of five years or more [2]
  2. This week Amazon drops four planned data centres in Loudoun County, Virginia [5]
  3. Fri 23 Oct Jassy says AWS is largely sold out through 2027 [1]
  4. 29 Oct Amazon reports its third-quarter results [1]

Where this points

Amazon's results on 29 October are the next test: whether AWS sales and Amazon's spending plans match a cloud its boss calls sold out into 2028. [1]

Signals on this beat

The bar and the word are our reading of how hard each one is pushing, and the arrow is where it is heading.

Computers for AI in short supply High↑

Amazon's boss says its cloud is largely sold out through 2027. [1] In China, workshops strip new RTX 5090 gaming cards and rebuild them as cards for AI servers. [19] Custom versions of that card now start at $8,500 in the US. [19]

Neighbours fighting data centres Building↑

Amazon dropped four planned data centres in Virginia after local objections. [5] In Cardiff, in Wales, more than 1,200 objections to one site led the Welsh government to put it on hold. [18]

AI copying people and their work Building↑

The owners of Elvis Presley's songs sued Anthropic, saying its chatbot Claude copied 274 of them. [7] Block's new voice model laughs and pauses like a person. [21] The BBC kept murky shots in Blue Planet III to show viewers it is not AI. [24]

New devices meet their first buyers Steady→

Some of the first iPhone Duos cracked along the hinge within hours. [8][9] Snap opened orders for its $2,195 Specs glasses, which a reviewer called a product for early adopters. [26]

The rest of the day

17 more stories on this beat.

Each with its own sources. None of these is a link to the story above.

  1. 02

    Chatbots pick sides in US races

    Researchers at Convovo, a studio led by Cornell professor Tapan Parikh, asked two AI models whom to vote for in nearly 500 races in the US midterm elections on 3 November. [6] Grok 4.7, from Elon Musk's SpaceXAI, picked the Republican in 92% of its answers, and OpenAI's GPT-6.1 Sol picked the Democrat in 97%. [6] They asked through the route developers use, called an API, because the ChatGPT and Grok apps refused to answer. [6] With web search switched off, Grok refused to pick in 27 of 30 races, while GPT still picked the Democrat in 24. [6]

    Share of answers in which each model, made to name one candidate, picked that party.

    Why it matters — Apps that other companies build on these models through the API can pass the same lean on to their users. [6] OpenAI says the test does not reflect how people use ChatGPT, and SpaceXAI did not reply in time. [6]

  2. 03

    Elvis songs' owners sue Anthropic

    Authentic Brands Group, which owns the rights to Elvis Presley, sued Anthropic on Friday with other owners of his songs. [7] Anthropic makes Claude, an AI chatbot. [7] The suit says Anthropic used 274 of Presley's songs to train its AI without permission, including 'Can't Help Falling in Love'. [7] It says Claude still writes songs very close to the originals, and it seeks $150,000 for each song, Rolling Stone reported. [7] Anthropic did not reply to The Hollywood Reporter. [7]

    Why it matters — At $150,000 a song, the claim comes to about $41 million. [7] Anthropic was already sued by Universal Music Publishing and others over song lyrics, and by Round Hill, a music publisher, in August. [7]

  3. 04

    First iPhone Duos crack at the hinge

    Some buyers of the iPhone Duo, Apple's first folding phone, say its inner screen broke along the hinge within hours. [8][9] One owner in Australia said the screen cracked after six hours and fewer than 20 openings, and an Apple Store replaced it. [8] Others report bright lines and dead pixels, and Apple is reportedly planning to send broken phones to its engineers in California. [9] A YouTube tester found that dust in the hinge stopped one from closing. [10] Another folded one 11,500 times: the hinge held, but the crease grew much easier to see. [11]

    Why it matters — Apple has not said how many phones are affected. [9] Its first stock sold out fast, and one US buyer said T-Mobile cannot replace Duo parts until January. [9]

  4. 05

    Spotify checks who shares family plans

    Spotify now asks some Family plan members to prove they live with the plan's owner, by scanning a QR code on the owner's phone within seven days. [12][15] Anyone who misses it drops to the free tier and cannot join another Family or Duo plan for 12 months. [13] A family plan covers up to six accounts for $22 a month, against $13 for one person on their own. [15] Co-chief executive Alex Norstrom called it 'a routine improvement', not a crackdown. [12][14]

    What a sharer who fails the check would pay alone, against the whole family plan they shared.

    Why it matters — Students away at college and spouses who travel for work can be caught along with friends splitting a bill. [13] Goldman Sachs analysts expect tighter checks to earn Spotify more, and Netflix had added 9.3 million subscribers by April 2024, within a year of starting its own checks. [13]

  5. 06

    Malaysia may ban Waze for everyone

    Malaysia's prime minister, Anwar Ibrahim, said on Friday the country could extend its ban on Waze, a maps app, from civil servants to the whole public. [16] A full ban would come only after officials study other apps and check whether local firms could build one. [16] Malaysia's government barred civil servants from using Waze on 21 October, saying Israel could misuse state data and Malaysians' personal data. [16] Waze is run by an Israeli company under Israeli law, but Google has owned it since 2013. [16]

    Why it matters — Anwar apologised for the trouble caused, but said national security came first. [16] Waze rejected Malaysia's security concerns. [16]

  6. 07

    Wales's data-centre neighbours push back

    In Newport, in south Wales, a 23-metre data centre now looms over a small group of 27 houses, the Guardian reported. [18] Residents fear the hum of its 36 coolers and fumes from its 60 backup diesel generators. [18] In Cardiff, a developer, Curtis Hall, wants to build one on a hospital park-and-ride, with seven gas turbines planned to power it around the clock for five years. [18] More than 1,200 people objected, and the Welsh government told the council to put the plan on hold. [18]

    The power Britain's queued data centres would need, against what the whole country uses on a cold winter day.

    Why it matters — Britain has 315 very large data centres waiting for grid connections, which together would need 73 gigawatts, against peak winter demand of about 45. [18] The Cardiff site would employ up to 125 people. [18]

  7. 08

    China rebuilds gaming cards for AI

    A leaked video shows Chinese workshops taking apart new Nvidia RTX 5090 graphics cards, made for gaming, and moving their chips onto boards built for AI servers, Tom's Hardware reported. [19] The RTX 5090 is not officially sold in China. [19] Workers fit the rebuilt cards with slimmer coolers so more fit in one server, then ship them, most likely to data centres or AI labs. [19] The site estimates that thousands are converted each day. [19]

    Why it matters — The cards have almost vanished from US shops, and custom versions now start at $8,500. [19] Nvidia has reportedly stopped making the card, to put its chips into dearer professional models. [19]

  8. 09

    US parts found in Russia's new missile

    Ukraine's military intelligence agency, the GUR, released details of the Filin, a new Russian cruise missile with some 3D-printed parts, first used in September and October. [20] It says the Filin flies at about 500 miles an hour and can travel 745 miles. [20] The GUR counted 35 of its parts from the US, 22 from China and 13 from Japan, Switzerland, Taiwan and the Netherlands. [20] Parts such as its flight controller and navigation come from Western countries and their allies, it said. [20]

    Where the parts in Russia's Filin missile came from, by Ukraine's intelligence agency's count.

    Why it matters — Russia kept the cost down by using parts anyone can buy, the GUR said. [20] The older Kh-101 missile costs over $2 million a launch, so some fear Russia will fire the cheaper Filin in large numbers to swamp Ukraine's air defences. [20]

  9. 10

    Block's voice AI laughs and pauses

    Block, Jack Dorsey's payments company that owns Square, released Dessa, a voice model that can talk and listen at the same time. [21] Block says it was trained only on human speech, using one rack of Nvidia chips, and its examples show it laughing, pausing and sounding tired. [21] Most voice AI turns speech into text first, which Block says throws away how a person sounds. [21] Dessa can run on a strong laptop, but nobody outside Block can use it yet. [21]

    Why it matters — Block has asked safety researchers to test it, likely because a voice this human could fool people on a call, TechCrunch wrote. [21] Square already uses voice AI to take orders. [21]

  10. 11

    Proton hosts a map of Flock cameras

    Proton, a Swiss company known for private email, now hosts a map of the US licence-plate cameras run by Flock. [22] Flock's cameras read car number plates, and police use them. [22] Joshua Michael, a security researcher, built the map from leaked Flock data, and Flock sent him a letter demanding he stop. [22] His own site works only inside the US, while Proton's copy, on Swiss servers, works worldwide. [22]

    Why it matters — Proton's Swiss base makes it harder for Flock to sue. [22] The map shows Flock's network as it was in November 2025, not as it is today. [22]

  11. 12

    An AI that understands spoken Arabic

    The Mohamed bin Zayed University of Artificial Intelligence in Abu Dhabi and Inception42, an Abu Dhabi AI company, released Jais 3. [23] Its speech part transcribes formal Arabic and the dialects of 19 Arab countries, and follows speakers who switch into English or French mid-sentence. [23] The team said open models tended to slip back into formal Arabic, so it built extra dialect data, especially for the Gulf and Morocco. [23] Two of its models scored the highest average Arabic results among open models of their size. [23]

    Why it matters — More than 400 million people speak Arabic. [23] The models are open, so firms can pick a size that fits the computers they can afford. [23]

  12. 13

    Blue Planet III keeps its murky shots

    The BBC's Blue Planet III, narrated by David Attenborough, deliberately keeps cloudier, less polished shots so viewers can tell it is real, its producers said. [24][25] In the past, plankton in the water or a boat in the frame could have cost a shot its place. [24] The BBC's head of specialist factual commissioning, Jack Bootle, said no generative AI was used, 'not a single frame'. [24] The series was filmed over four years in five oceans and starts on 1 November. [24]

    Why it matters — Footage that looks too smooth has become a sign of AI, The Verge noted, so a nature series now shows its rough edges as proof. [25]

  13. 14

    Snap opens orders for Specs glasses

    Snap, the company behind Snapchat, has opened orders for Specs, augmented reality glasses that lay digital images over what the wearer sees. [26] They cost $2,195 and reach shops more widely later this quarter. [26][28] The computer sits inside the frame, with no cable or pocket unit, and they are 40% lighter than Snap's developer version. [26] Snap made the actor Robert Downey Jr. an honorary 'chief customer experience officer' to promote them. [27][28]

    Why it matters — A ZDNet reviewer called them a product for early adopters and said he could not recommend them for $2,195. [26] Snap is also pitching them to businesses. [26]

  14. 15

    US proposes cyan lights for driverless cars

    NHTSA, the US road-safety regulator, proposed on Friday a new colour of car light, cyan, to show when a vehicle is driving itself. [29] Police and rescue crews would then know that an empty driver's seat does not mean a missing driver. [29] Mercedes first proposed the idea with Drive Pilot, a system that lets drivers hand over control in some conditions, and has tested it in California for two years. [29] The draft makes the lights optional, not required. [29]

    Why it matters — Driverless cars are spreading on US roads, and there is still no standard sign that one is driving itself. [29] Electrek says carmakers may well leave the optional lights off, since each one adds a little to the price of a car. [29]

  15. 16

    A drone maker builds underground in Ukraine

    ORQA, a Croatian drone maker, and General Cherry, one of Ukraine's largest drone makers, are building an underground factory in Ukraine to make drone parts, Business Insider reported. [30] In Croatia, the pair are setting up a joint factory for interceptor drones, which hunt other drones, for NATO countries. [30] ORQA's boss, Srdan Kovacevic, said Ukrainian firms spread their work across many sites and go underground to survive Russian attacks. [30] ORQA supplies 24 NATO countries. [30]

    Why it matters — Spreading a factory out costs more, but one strike cannot stop it, Kovacevic said. [30] Latvia's defence minister said NATO firms still work in a far more concentrated way than Ukraine's. [30]

  16. 17

    AI leaves call-centre staff the hard calls

    Customer-service workers told CNBC that AI now takes routine jobs such as notes and bookings, and one said the hard cases were left to people. [31] ArvatoConnect, a British customer-service company, aims for 70% of contacts to be handled by technology and 30% by people. [31] In a survey of British contact centres, more than half of managers said agents' workloads had risen, up from about 40% in 2024. [31] One worker in Cardiff said AI-written notes are so often wrong that she writes her own. [31]

    Why it matters — Amanda Jones, who studies work at King's College London, said easy calls give workers a break between hard ones, and losing them can make a day more intense. [31] The survey does not say what is driving the rise. [31]

  17. 18

    Footballers sell rights to AI copies

    Cristian Volpato, a 22-year-old Australia international who plays for Sassuolo in Italy, has licensed his AI likeness to Callandor, a California company, the Guardian reported. [32] The deal, struck in September, gives Callandor sole rights to his digital image, voice and performance data, to sell to brands for a cut. [32] Callandor also works with the Brazilian footballer Jorginho. [32] This month the AFL, which runs Australian rules football, told its betting partner Sportsbet to stop using AI images of players without consent. [32]

    Why it matters — Players are trying to set the terms before brands and bookmakers make AI copies without asking. [32] Player contracts in Australia's big leagues do not yet mention AI. [32]

02 Lesson why it matters

Why an AI's answers lean the way its reading list leans

An AI can only say what it has read, so the people who choose its reading, in training or in a search, also shape its answers.

The twist

In a test of 30 races, Grok stopped picking Republicans once its web search was switched off. Its side came from the pages it chose to read that day, not from its training.

The picture

The same model, asked whom to vote for. With search on it nearly always picked the Republican; with search off it mostly would not pick.

How it works

  1. An AI can only answer from text it has read
  2. It reads once in training, and again in a web search just before it answers
  3. People choose that text: the company, its content deals, its search habits
  4. If the text leans one way, the answers lean the same way
  5. So whoever picks the reading shapes the answer

The same force, elsewhere today

Where this chain is also running, in today's other stories.

  • The chatbots asked to pick candidates

    GPT leaned on the AP, Axios and Reddit, all three of which have content deals with OpenAI, while Grok often cited X and a Christian conservative voter guide.

  • The Elvis songs lawsuit

    The step runs in training: the suit says Claude read Presley's songs and now writes back songs very close to them.

  • Jais 3, the Arabic model

    Models that had read mostly formal Arabic slipped back into it, so the team built and filtered extra dialect data.

  • Block's Dessa voice model

    It was trained only on recorded human talk, so it laughs and pauses the way the people it heard did.

Where you've seen this

A jury

it can only decide on the evidence the judge lets into the room

A school library

pupils' essays quote the books it chose to stock

A city guide built from tourist reviews

it sends readers to the places tourists already go

The catch

GPT's lean towards Democrats stayed when its search was off, so some leanings are set in training, and changing what a model reads on the day does not remove them.

And the whole of it

Anyone asking a chatbot, an AI search or a voice assistant gets an answer built from pages and recordings that a company chose, through its deals and its search habits. The person asking sees the answer first, and the pages behind it only if they go looking.

03 Truth what's really going on

What is really going on

Amazon's boss says the computers it rents out for AI are largely sold through 2027, and that Amazon could spend even more than the $220 billion it planned for this year. [1] Around that demand, other people are meeting costs they did not choose: gamers who cannot buy an RTX 5090, neighbours of new data centres in Wales, and, the Elvis estate says, the owners of songs a chatbot learned from. [19][18][7]

Why it works on us — A boss saying 'sold out' days before his company's results sounds like a count, but it is the seller describing its own order book, with no figure anyone outside can check. [1]

Who gains

  • Amazon — Selling its computing years ahead, on contracts of five years or more, lets it build knowing the buyers have already signed. [1][2]
  • Workshops and middlemen in China's grey market — They buy gaming cards and sell them on as AI server cards while US shops run empty. [19]
  • Spotify — Each sharer who fails the check either pays $13 a month alone or leaves, and analysts expect more money from it. [13][15]
  • Callandor and other agents for AI likenesses — They take a cut of each brand deal made with an athlete's AI copy. [32]
  • Local app makers in Malaysia — Officials are checking whether a Malaysian firm could build an app to replace Waze. [16]

Who pays

  • Gamers who want an RTX 5090 — Custom versions of the card now start at $8,500 in the US. [19]
  • Families who live apart on one Spotify plan — Students and travelling spouses can lose Premium and be barred from family plans for a year. [13]
  • Neighbours of data centres in Newport and Cardiff — They face the hum of coolers, diesel generators and, in Cardiff, gas turbines planned for five years. [18]
  • Early iPhone Duo buyers — Some screens cracked within hours, and one carrier cannot replace parts until January. [8][9]
  • Ukraine's air defences — A missile far cheaper than the Kh-101 can be fired in larger numbers. [20]

What nobody knows yet

Open questions from across today’s stories — ours included.

  • 01

    How much of AWS's sold-out computing is booked by a handful of AI labs.

    Jassy gave no figures or customer names, and Amazon's results on 29 October may show only a total. [1]

  • 02

    Whether Amazon can get the electricity to build what it has sold.

    Business Insider says even Amazon is struggling for power, and Amazon has not said how much of its building is delayed. [4]

  • 03

    What the hidden text added to every Grok request says.

    The researchers found about 1,240 extra tokens they could not see or remove, and SpaceXAI did not comment. [6]

  • 04

    How many iPhone Duos have the hinge crack.

    Apple has not given a number, and the reports so far are posts by individual owners. [8][9]

  • 05

    How much of the Elvis claim will stand.

    The suit seeks $150,000 a song for 274 songs, Anthropic has not replied, and earlier music suits against it are still open. [7]

  • 06

    How many RTX 5090 cards are being rebuilt in China.

    The figure of thousands a day is Tom's Hardware's estimate from a leaked video, and Nvidia has not said why US shelves emptied. [19]

  • 07

    Whether Malaysia will ban Waze for everyone.

    Anwar tied a full ban to finding other apps first, and Waze rejects the security concerns. [16]

  • 08

    Whether carmakers will fit the cyan lights.

    The draft makes them optional, and Electrek says carmakers may well leave them off. [29]

04 Hope carry this

Jais 3, released in Abu Dhabi, understands spoken Arabic from 19 countries, including people who switch into English or French mid-sentence, and its models are open for others to use.

Also true today

  • Blue Planet III, filmed over four years in five oceans without a single AI-made frame, starts on 1 November and shows dolphins plugging holes in coral with sea sponges to trap fish.

Across the beats