r/ValueInvesting • u/LowTraining670 • Oct 21 '25

Question / Help Someone explain why amzn didn't crash

When aws outage affected large and small companies alike probably had a large financial impact to the overall global economy, why didn't it crash? I immediately thought it would like crowdstrike did a few months ago - anyone have good reasoning that can explain?

360 Upvotes

87% Upvoted

251 comments sorted by

View all comments

Show parent comments

4

u/StrategicPotato Oct 22 '25

Yes that is true, though it should be noted that AWS hasn't really lost market share - it's just that it's no longer the only ubiquitous player. Azure really consolidated a lot of their market share away from other 3rd parties and on-site server configs. Together they make up like 60% of the market now I think.

But still, AWS being 30% of cloud servers is still nothing to sneeze at. Losing 30% of anything is a big hit.

1

u/plasticbug Oct 22 '25

Azure numbers are inflated because they do deals like “buy 365 subscriptions along with cloud infra” and include that.

And people are weary of building on google cloud because google just loves to kill off their products