Yazılar

Amazon Restores AWS Cloud After Global Outage Disrupts Major Apps and Businesses

/in /tarafından

Amazon (AMZN.O) said its AWS cloud services had fully recovered by Monday afternoon following a massive outage that disrupted businesses and websites worldwide, including major platforms such as Snapchat, Reddit, Venmo, and Zoom. While all core systems were back online, Amazon noted that some AWS services still faced a backlog of messages expected to clear within hours.

The outage, which began earlier in the day, briefly knocked thousands of companies offline across Europe, Asia, and the Americas, halting digital payments, travel bookings, and business operations. It was the largest internet disruption since the CrowdStrike crash of 2024, underscoring the fragility of global cloud infrastructure.

According to Amazon, the failure originated in the US-EAST-1 region — AWS’s oldest and largest data center cluster in northern Virginia, which has suffered similar incidents in 2020 and 2021. The root cause was traced to a malfunction in the subsystem monitoring network health for its Elastic Load Balancers, which distribute web traffic across multiple servers.

AWS explained that the issue began within its EC2 internal network, disrupting the Domain Name System (DNS) used to connect services to their databases, including the DynamoDB API, which stores critical user data.

Experts said the incident exposes the world’s dependence on a few dominant cloud providers. “This outage once again highlights the dependency we have on relatively fragile infrastructures,” said Jake Moore, cybersecurity advisor at ESET. Nishanth Sastry, of the University of Surrey, added that the disruption showed “the risk of relying on just one service provider.”

The outage’s ripple effects hit a wide range of sectors. Financial institutions including Lloyds Bank, Bank of Scotland, and HMRC, as well as telecom firms BT and Vodafone, reported temporary downtime in the UK. In the U.S., Coinbase, Robinhood, Perplexity, and Lyft experienced interruptions, while gaming services like Fortnite, Roblox, and Clash Royale also went dark. Even Amazon’s own Prime Video, Alexa, and shopping platform were affected.

Despite the chaos, Wall Street shrugged off the disruption, sending Amazon shares up 1.6% to $216.48 by market close. Experts estimate that hours of cloud downtime can translate into millions of dollars in lost productivity for large companies, a reminder of the growing risks in the digital economy.

Oracle forecasts $166 billion in cloud revenue by 2030 as AI demand fuels growth

/in /tarafından

Oracle (ORCL.N) expects its cloud infrastructure business to soar to $166 billion in annual revenue by fiscal 2030, nearly three-quarters of its total projected sales, as the company capitalizes on surging demand for artificial intelligence and cloud computing.

The forecast, unveiled by CEO Clay Magouyrk during a meeting with analysts, signals Oracle’s growing confidence that its cloud business will continue to expand well beyond its current customer base, which includes OpenAI and Meta Platforms.

CFO Dough Kehring said Oracle anticipates total revenue of $225 billion and adjusted earnings of $21 per share by 2030, outpacing Wall Street expectations of $198.4 billion in sales and $18.92 per share in profits, according to LSEG data.

The company’s cloud infrastructure bookings have ballooned, with Oracle reporting a $65 billion surge in new commitments over a single month last quarter — including a $20 billion deal with Meta. Magouyrk emphasized that the new commitments came from multiple clients, not just OpenAI.

In its most recent quarter, Oracle’s cloud revenue jumped 28% to $7.2 billion, underscoring rapid adoption of its AI and enterprise cloud services.

While the company’s gross margins are expected to fluctuate as it scales its infrastructure business, Oracle said its AI cloud margins will remain in the 30–40% range, while traditional enterprise cloud segments will maintain between 65% and 80% margins.

Oracle shares rose 3% after the forecast, though they dipped slightly in after-hours trading.

Meta to invest $1.5 billion in massive AI data center in Texas

/in /tarafından

Meta Platforms announced plans to invest $1.5 billion in a new data center in El Paso, Texas, marking its 29th global facility and third in the state, as part of its ongoing expansion to support artificial intelligence workloads. The new site will be one of the largest in the U.S., capable of scaling to 1 gigawatt of power — enough to supply a city the size of San Francisco for a full day.

Expected to go online in 2028, the El Paso data center will create around 100 permanent jobs and employ more than 1,800 construction workers at peak development. Meta said it chose El Paso for its strong electrical grid, skilled workforce, and access to renewable energy.

The project is part of a broader race among tech giants to build infrastructure for AI. Amazon, Alphabet, Microsoft, and Meta together are projected to spend more than $360 billion in 2025 on cloud and AI infrastructure, most of it directed toward data centers.

Meta has already invested over $10 billion in Texas and employs more than 2,500 people statewide. The company said the new facility will be powered by 100% renewable energy and use a closed-loop, liquid-cooling system to recycle water continuously. It also pledged to restore twice the water consumed by the site to local watersheds, exceeding its 2030 sustainability goal of becoming “water-positive.”

Jon Barela, CEO of the Borderplex Alliance, which helped facilitate the project, described Meta as “the fastest gazelle in the industry,” noting that the deal stemmed from discussions with Texas Governor Greg Abbott’s office four years ago and was supported by a package of local tax incentives.