Amazon owns half the internet…
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🚨 The cloud just became a battlefield. An Amazon Web Services data center in the UAE just got hit ‼️
For the first time in history, a hyperscaler data center was physically struck during a war. An Amazon Web Services facility in the hashtag#UAE went offline after “objects struck” it—AWS’s carefully chosen words for what appears to be missile or drone debris. Power was cut. One availability zone went dark. Others stayed up. If reports from The Jerusalem Post are accurate that the facility supported Israeli military workloads, the implications are massive: dual-use cloud infrastructure just became a legitimate military target. That collapses a long-standing assumption: Data centers are civilian assets protected by fences and biometrics—not by missile defense systems. AWS, Azure, and Google Cloud all cluster regions in the same conflict-adjacent corridor. Oracle operates infrastructure in Dubai Will Wall Street price in this new risk for the hyper-scalers? Source: Shanaka Anslem Perera
Source: Visual Capitalist
The Amazon $AMZN CAPEX estimates ($200B for 2026) aren’t even on the screen on the Bloomberg GF page yet… Source: Bloomberg, RBC

