Amazon’s cloud computing unit delivered a stunning 20.2% growth acceleration, silencing critics who questioned the company’s AI strategy. The performance sent shares soaring 13% as AWS demonstrated it can monetize massive infrastructure investments.
Microsoft Azure experienced a global outage affecting all regions, with recovery efforts continuing for hours. The incident highlights systemic risks in cloud infrastructure that businesses must address.
Microsoft’s postponed Azure security change could break unprepared applications. The shift from default public outbound access to private subnets represents a fundamental rethinking of cloud security architecture with far-reaching implications.
Amazon’s 14,000 job cuts grab headlines, but investors are focused on one metric: AWS growth. With Amazon stock lagging the Magnificent Seven, cloud performance could determine its comeback story.
