Oct. 25 AI Briefing: AWS Capacity Sold Out, UK Announces AI Investment
Key points
- AI infrastructure demand is reflected in cloud capacity and telecom forecasts
- UK investment and an Anthropic bill spread AI safety discussion
- FSS AI tracking of illegal private lending, Samsung hiring and Daegu FIX news continue
According to AI Times, AWS's compute capacity for 2026 and 2027 is virtually all sold. Efocus (이포커스) reported that Amazon CEO Andy Jassy said most of the 2027 capacity has been sold. AI Times explained that much of the 2028 supply is also already reserved.
The UK government announced on the 24th, local time, an AI investment plan of more than 600 million pounds (about 1 trillion won). AI Newspaper (인공지능신문) reported that it covers responding to biological threats and cyberattacks, domestic AI companies and advanced semiconductors, and fostering physical AI. Efocus compared that Korea's AI safety and trust budget is about one thirty-ninth of the UK's AI security investment.
IT Chosun reported that Anthropic is proposing to the U.S. Congress a bill that would allow the deployment of AI models at risk of causing large-scale loss of life and property damage to be halted.
According to AI Times, Elon Musk predicted that as AI agents increase, demand for telecom bandwidth will reach 1,000 times the current level within three to five years.
The Financial Supervisory Service said on the 25th that it has built a system that uses AI to track illegal private lending rings. Digital Daily reported that the FSS analyzed 380,000 pieces of related information and identified hidden loan-shark rings and additional cases of harm. Chosun Biz reported that inspections and crackdowns on dozens of lenders are planned.
Samsung said on the 25th that it administered the GSAT for its second-half new-hire recruitment from the 24th to the 25th. According to EBN, 19 affiliates, including Samsung Electronics, Samsung C&T and Samsung Biologics, took part. Kukmin Ilbo reported that the Daegu city government said about 117,000 people attended FIX 2026, held from the 21st to the 24th. AI Times reported that Micro Duck, the small robot Jensen Huang used in a demo, is nearing 20,000 preorders.