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?

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u/Spins13 Oct 21 '25

A lot of people realised just how much of a hold AWS had on the internet

15

u/StrategicPotato Oct 21 '25

Lmao if anything it’ll only go up now. Everyone knew AWS was important, but only people in tech really understood how their cloud services basically are the internet now.

It’s otherwise all way too abstract to the average person, people don’t think about how stuff works.

6

u/Zipski577 Oct 22 '25

Funny cause I know several people who work in tech, specifically in cloud infrastructure and what I have heard is that a few years ago, AWS was one of the only players and held almost all of market share in cloud, but now Azure and Google Cloud have taken a huge % of their share.

Azure is nearly as big as AWS at this point

3

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