AWS 中斷、亞馬遜庫存以及不可或缺的代價

儘管AWS發生了重大故障，亞馬遜的股價卻出人意料地飆升。這就是為什麼市場認為亞馬遜不僅僅是一家云提供商。

In the ever-turbulent world of tech, even the giants stumble. Recently, an AWS outage sent ripples across the internet, disrupting everything from Prime Video binges to crypto transactions. But here's the kicker: Amazon's stock (AMZN) went up. What gives?

在瞬息萬變的科技世界中，即使是巨頭也會跌倒。最近，AWS 的一次故障在互聯網上引起了軒然大波，從 Prime Video 狂歡到加密交易，一切都中斷了。但最重要的是：亞馬遜的股票（AMZN）上漲了。什麼給？

The Great AWS Hiccup of '24

24 年 AWS 大問題

Early Monday morning, a major disruption hit Amazon Web Services (AWS), lasting for just over three hours. The outage impacted a wide range of services, including Amazon's own ecosystem (Prime Video, Alexa, Ring) and external platforms like Zoom, Slack, Robinhood, Coinbase, WhatsApp, Signal, Reddit, news agencies, financial and banking apps, streaming platforms, and various gaming platforms.

週一清晨，亞馬遜網絡服務 (AWS) 遭遇重大中斷，持續時間僅三個多小時。這次中斷影響了廣泛的服務，包括亞馬遜自己的生態系統（Prime Video、Alexa、Ring）和外部平台，如 Zoom、Slack、Robinhood、Coinbase、WhatsApp、Signal、Reddit、新聞機構、金融和銀行應用、流媒體平台以及各種遊戲平台。

Amazon attributed the disruption to an update of its EC2 (Elastic Compute Cloud) network's domain name system (DNS), which resulted in erroneous resolutions, preventing websites from retrieving their server addresses. But unlike similar incidents that have tanked other tech stocks, AMZN shares actually gained 1.3%.

亞馬遜將此次中斷歸因於其 EC2（彈性計算雲）網絡域名系統 (DNS) 的更新，導致解析錯誤，導致網站無法檢索其服務器地址。但與導致其他科技股暴跌的類似事件不同，AMZN 股價實際上上漲了 1.3%。

Why the Market Shrugged (and Even Cheered)

為什麼市場聳聳肩（甚至歡呼）

While a three-hour outage impacting so many services seems like a major blow, investors shrugged it off. Why? The market perception of Amazon is key. Unlike CrowdStrike, whose stock plummeted after a disruptive update, Amazon is seen as indispensable. AWS isn't just a cloud provider; it's the backbone of the internet.

雖然影響如此多服務的三小時停電似乎是一個重大打擊，但投資者對此不以為意。為什麼？亞馬遜的市場認知是關鍵。與 CrowdStrike 的股價在一次顛覆性更新後暴跌不同，亞馬遜被視為不可或缺的。 AWS 不僅僅是一個雲提供商；它是互聯網的支柱。

Consider this: Amazon has the largest share of the cloud computing market (29%), outstripping Microsoft's Azure (22%) and Alphabet's GCP (12%). Even with slower AWS growth compared to its competitors (17.5% year-over-year growth in Q2, compared to Alphabet's 32% and Microsoft's 26%), its Q2 revenue was still substantial at $30.9 billion.

考慮一下：亞馬遜擁有云計算市場的最大份額（29%），超過了微軟的 Azure（22%）和 Alphabet 的 GCP（12%）。儘管與競爭對手相比，AWS 的增長速度較慢（第二季度同比增長 17.5%，而 Alphabet 為 32%，微軟為 26%），但其第二季度收入仍然可觀，達到 309 億美元。

Amazon's AI Play: Not About Winning, But Enabling

亞馬遜的人工智能遊戲：不是為了獲勝，而是為了賦能

Amazon's Nova family of AI models may not be topping the charts compared to OpenAI's ChatGPT or Google's Gemini. However, Amazon's strategy isn't about winning the AI race; it's about providing the infrastructure. Through initiatives like the AWS Generative AI Innovation Center, Amazon is building the digital backbone for the AI economy, regardless of who creates the best model.

與 OpenAI 的 ChatGPT 或谷歌的 Gemini 相比，亞馬遜的 Nova 系列人工智能模型可能不會名列前茅。然而，亞馬遜的戰略並不是要贏得人工智能競賽；而是要贏得人工智能競賽。這是關於提供基礎設施。通過 AWS Generative AI Innovation Center 等舉措，亞馬遜正在構建 AI 經濟的數字骨幹網，無論誰創建了最佳模型。

The USG Connection: Centralization as a Feature, Not a Bug

USG 連接：集中化是一項功能，而不是一個錯誤

From a governance perspective, the centralization that AWS offers is seen as a feature. This makes significant antitrust action against Amazon unlikely, as it could disrupt national infrastructure. Wall Street analysts are generally bullish on AMZN stock, with an average price target of $265.66 per share, well above the current price.

從治理的角度來看，AWS 提供的集中化被視為一項功能。這使得針對亞馬遜採取重大反壟斷行動的可能性不大，因為這可能會破壞國家基礎設施。華爾街分析師普遍看好 AMZN 股票，平均目標價為每股 265.66 美元，遠高於當前價格。

The Bottom Line

底線

The AWS outage highlights a crucial point: the market views Amazon as more than just a cloud service. It's a fundamental infrastructure provider, deeply intertwined with the US government and the global economy. While technical glitches are inevitable, Amazon's position as an indispensable workhorse insulates it from the kind of stock-punishing reactions other companies might face.

AWS 的宕機凸顯了一個關鍵點：市場認為亞馬遜不僅僅是一個雲服務。它是一家基礎設施提供商，與美國政府和全球經濟緊密相連。雖然技術故障是不可避免的，但亞馬遜作為不可或缺的主力的地位使其免受其他公司可能面臨的股票懲罰反應的影響。

So, the next time your Ring doorbell goes offline for a few hours, remember: Amazon's stock might just be thanking you for it. After all, in the grand scheme of things, a few hours of inconvenience is a small price to pay for the convenience AWS provides the rest of the time, right?

因此，下次當您的 Ring 門鈴離線幾個小時時，請記住：亞馬遜的股票可能只是為此感謝您。畢竟，從長遠來看，為了 AWS 在其餘時間提供的便利，幾個小時的不便只是一個小小的代價，對嗎？