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The magic of Monday!

Hello, Curse and Coffee friends,

Today, we look at the AWS outage in the UAE.

Hit reply and let us know what you think (we read all of your kind words).

Coffee at the ready…

The Big Sip

The take: The first major cloud provider to catch fire from what was almost certainly a missile or drone just repriced every cloud investment in the Gulf.

What happened: Amazon Web Services (AWS) shut its UAE data centre on Sunday after "objects" struck the facility and started a fire (during Iran's retaliatory missile barrage across the Gulf).

Why it matters: Microsoft has $15.2 billion committed to UAE data centres through 2029, and every expansion plan in the region just picked up a risk premium that didn't exist on Friday.

What to watch: Whether insurers reprice Gulf data centre coverage this week, and whether the Strait of Hormuz reopens before Monday's open.

AWS described the incident as a "localised power issue." The Burj Al Arab was also on fire.

Before we slurp into today’s brew…

Here are some wordies from today’s sponsor.

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Here’s Your Brew

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