Podcasts · AI Daily Briefing

AWS is sold out through 2027, and Nvidia's role as a lender gets its first stress test — October 26, 2026

· 9:35 · Episode 104

Episode AWS is sold out through 2027, and Nvidia's role as a lender gets its first stress test — October 26, 2026

0:00 9:35

Andy Jassy says AWS capacity is largely booked through 2027 as CNBC reports neocloud stocks and credit sliding under Nvidia's backstops. Plus Artificial Analysis puts Kimi K3.1 Pro fourth overall, and Nanbeige ships an open 33B agent model.

In this episode

• Amazon AWS cloud capacity sold out through 2027, Andy Jassy says amid AI boom | Mint — Mint “Infrastructure is not just about data centres, Jassy said. Power supplies and memory parts are also in tight supply, and he does not foresee the memory crunch coming to an end in 2027.” • Nvidia's role as AI financier faces first big test as neoclouds ... — Kif Leswing, Isabel O'Brien “As of its last quarterly financial filing in July, Nvidia had $36 billion in off-balance-sheet AI cloud agreements, or backstops, for neoclouds, in addition to its guarantee on up to $105 billion for chips, land and power at a proposed 10 gigawatt OpenAI data center in Ohio. The…” • Kimi K3.1 Pro Places 4th On Artificial Analysis Intelligence Index, Ahead Of GPT-6 Astra, Gemini 4 Argon — OfficeChai “Scoring 55 on the index, K3.1 Pro trails only three models — Claude Opus 5.5 (max with fallback, 58), Claude Sonnet 5.5 (max with fallback, 56) and Muse Wonder Full (max, 56). It outscores OpenAI’s GPT-6 Astra (53), Google’s Gemini 4 Argon (53), and every other model currently…” • Nanbeige/Nanbeige4.3-33B — Hugging Face “We compare Nanbeige4.3-33B with recently released frontier models at around the 30B-parameter scale: Qwen3.8-27B, Muse-Glimmer-30B, and Gemma4-31B. All models are evaluated at their highest thinking effort. For each benchmark, we use the same inference hyperparameters and…”

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email ai-daily-briefing@lanternpodcasts.com.

Links in the notes 5

The episode on the publisher’s site

Chapters

    Transcript

      Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.