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Amazon Issues Reports

Latest outage, problems and issue reports in social media:

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  Aprajita Nafs Nefes 🦋 Ancient Believer (@aprajitanefes) reported 7 minutes ago

  🇧🇭|Satellite images confirm: Bahrain's Amazon data center was destroyed by a penetrating warhead. The empire's digital heart has been precisely removed this is not just a server outage, this is a fundamental change in the way we wage war. This is no longer just a strike on a military base. This is surgery on the empire's digital nervous system. Why Amazon? The AWS data center in Bahrain is no ordinary commercial facility. It is a major military information exchange hub for U.S. Central Command in the Persian Gulf region. It is a critical intersection of U.S. intelligence, reconnaissance data, target location, and communications signals. Attacking it is attacking the U.S. military's "digital brain" in the Middle East. The significance of the penetrating warhead Satellite images show severe structural damage from the attack. The penetrating warhead used can destroy fortified defenses, indicating that Iran is employing more lethal and destructive tactics. This is not the first time, but this time is different. In March of this year, Iran attacked the same facility with drones, causing power outages and service disruptions. This time, however, the Iranian Revolutionary Guard Corps (IRGC) claimed to have used multiple cruise missiles and asserted that it had "destroyed" the target. A Broader Strategy This operation was part of the 24th wave of Iran's Operation Nasr-2. It sent a clear warning to other US tech giants like Microsoft and Google commercial data infrastructure is no longer exempt. This is a new war. When an empire relies on the cloud to command its war machine, attacking the cloud itself becomes the most logical military action. The heart of the empire has been struck the rest is simply a matter of the digital empire crumbling.

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  Amit Biswal (@amitbiswal) reported 9 minutes ago

  @ajassy Need your help. Please listen. I need my refund of INR 20,000 for my pick up ID 630246452631 & please cancel the fraudulent order of INR 47,500 placed 1:50pm IST 23rd Jul 2026 on my card so that @AmericanExpress can refund my money. Both issues are with Amazon and Amex.

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  Sarah (@2003_sarah_s) reported 9 minutes ago

  @6Nep9 @YourAnonOne When Sony got hacked, the servers were down for several werks, not just a few hours. Physical games can always be ordered on Amazon, and you’ll have them in 1–2 days...

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  Adrian Zorrilla (@BetaInDenial) reported 11 minutes ago

  The newest accelerators require dramatically more HBM: • NVIDIA GB300/Rubin: 288 GB per GPU • AMD MI455X: 432 GB per GPU • Google Ironwood TPU: 192 GB per chip • AWS Trainium3: 144 GB per chip That means roughly 20–31 TB of HBM in a single rack. And demand is accelerating: • AI-server shipments: +28% in 2026 • Top cloud providers’ training compute: +56% • Inference compute: +122% • OpenAI: 10 GW of NVIDIA systems + 6 GW of AMD systems • Anthropic/Amazon: up to 5 GW At current rack densities, each GW of AI infrastructure needs roughly 0.1–0.2 exabytes of HBM. If fully built, those three programs alone represent approximately 2–4 exabytes of installed memory. But physical memory capacity is barely expanding. Global 300 mm memory capacity is projected to rise from 4.1M wafers/month in 2026 to only 4.2M in 2027: just 2.4% growth. Manufacturers are reallocating existing DRAM capacity toward HBM: • HBM share of DRAM wafer input: 22% in 2026 → 30% in 2027 • HBM share of actual DRAM bits: only 9% → 13% Why the difference? HBM consumes roughly 3× the wafer capacity per delivered bit compared with conventional DDR5. Producing more HBM therefore crowds out server, PC and mobile DRAM. New supply is coming, but slowly: • SK hynix’s M15X is ramping now; Yongin starts contributing in 2027 • Samsung is expanding commercial HBM4 production • Micron’s new wafer and HBM-packaging capacity begins contributing in 2027 • Most of this capacity probably won’t reach mature yields until 2028 My estimate: • HBM remains severely constrained through 2027 • First meaningful relief: H2 2028 • Most likely normalization: sometime in 2029 • If agentic-AI inference keeps compounding near current rates: shortage could persist into 2030 NAND should balance earlier, probably in H2 2027. HBM and advanced DRAM are the longer-duration bottlenecks. The investment takeaway: memory is no longer a commodity component sitting beside compute. It increasingly determines how much of that compute can actually be used. That favors SK hynix, Micron and Samsung. The main risk is not oversupply in 2027. It is AI deployments being delayed by power constraints, weak returns on AI capex, or memory-compression technologies reducing HBM requirements faster than usage grows. Base case: the memory supercycle still has several years to run.

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  Stylin'Caveman (@Styl1nCaveman) reported 14 minutes ago

  @Pirat_Nation Woke DEI slop. Amazon just can't stop themselves from ruining everything with terrible nominating woke slop. Plus the push by Hollywood to force feed everyone a transformer like Hunter Schafer is gross.

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  Jing Liang 🇺🇦 (@AppleHelix) reported 14 minutes ago

  @nachkari You don't have to look at AI companies to come to this conclusion. The reason China dominates manufacturing in the world is because pretty much all of their entrepreneurs did go to B-school and have profit maximization of S-D curve drilled into them. When you try to maximize pricing, it hides a lot of operational efficiencies. Chinese companies don't maximize margin because their employees can quit and start a competing business down the street. This is actually how some Chinese towns became a manufacturing hub for a particular product/industry. In Western countries, only company that went against the S-D profit maximization approach was Amazon. Bezos played the long game and this was how Amazon came to dominate online commerce.

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  Tampic (@TAMPICTG87) reported 22 minutes ago

  **Nokia Q2 2026: J.P. Morgan Preview and Factual Calibration of the AI Optical Networking Revaluation Thesis** J.P. Morgan European Equity Research analyst Sandeep Deshpande's team published a research note on Nokia on June 12, 2026, raising the price target sharply from $14 to $21 (approximately €18) while maintaining an "Overweight" rating. The core thesis was that the market was significantly undervaluing new revenue streams from Nokia's AI and cloud businesses, with 2028 earnings potentially far exceeding the company's own expectations. The firm's Q2 preview was remarkably well aligned with Nokia's actual Q2 results released on July 23: net sales of €4.815 billion, up 8% year-over-year (9% constant currency); comparable operating profit of €434 million, up 18% year-over-year, beating the LSEG analyst consensus of €382 million; AI and cloud sales more than doubled year-over-year to €446 million; and new AI and cloud orders reached €2.8 billion in a single quarter, already exceeding Nokia's total AI and cloud orders for all of 2025. However, the note contains two calibration issues that require correction. First, the statement that "Network Infrastructure (NI) revenue growth could be revised up to as high as 28% (versus the current guidance midpoint of 19%)" confuses segment definitions. In Nokia's Q1 earnings, the "19% midpoint" referred to the combined Optical Networks + IP Networks growth guidance of 18–20%, not the entire Network Infrastructure segment (which had full-year guidance of 12–14%). Q2 actuals showed NI segment growth of 12% on a constant-currency basis, with Optical Networks up 20% and IP Networks up 16% – NI overall did not reach 28%, but the Optical + IP combination landed at the upper end of the 18–20% guidance range. Second, the valuation characterization of a "high-teens P/E" is inconsistent with Deshpande's actual framework. J.P. Morgan explicitly based its valuation on a PEG ratio of 1, assigning Nokia a 29× P/E – arguing that Nokia's historical valuation multiples are not comparable given the fundamental change in its growth and profit outlook. The June 12 target price of $21 implied roughly 50% upside from the prior close of $14.80. Current consensus among 25 institutions shows an average target of $13.25, with a high of $20.47, and 61% of ratings at "buy or overweight" – making J.P. Morgan's $21 target one of Wall Street's most optimistic forecasts. J.P. Morgan's core insight – "AI and cloud orders are strong, but supply availability determines the scope for guidance upgrades" – was fully validated by Q2 results. Nokia CEO Justin Hotard explicitly stated that "demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders". Of the €2.8 billion in new AI and cloud orders booked in Q2, approximately half is expected to convert to revenue within the next 12 months. Combined with the €1 billion in orders from Q1, Nokia's AI and cloud order intake for the first half of 2026 reached €3.8 billion. J.P. Morgan's June note estimated Nokia's AI and cloud backlog had already exceeded €1.3 billion, and projected optical network AI and cloud revenue of €4.5 billion by 2028, with IP Networks contributing up to €2 billion annually through data center switch contracts with hyperscalers like Microsoft and Google. The primary constraint on revenue ramp-up remains tight supply of key components such as lasers and indium phosphide (InP) – Nokia's new InP manufacturing facility in San Jose, California, is on track for a significant capacity increase later in 2026, with sampling beginning in mid-2027 and volume production of next-generation 1.6T/3.2T optical modules in the second half of 2027. This validates J.P. Morgan's preview judgment that "the strongest sales and EBIT improvement will come in the second half," while also highlighting a definitional nuance: the €393 million EBIT preview versus the actual €434 million comparable operating profit likely reflects differences in how Infinera consolidation synergies and operating leverage upside were incorporated. On the valuation revaluation front, J.P. Morgan's characterization of a "high-teens P/E" does not match the Deshpande team's actual 29× P/E (PEG=1) framework. The firm explicitly argued that Nokia's historical valuation multiples are not comparable because its growth and profit outlook have fundamentally changed. The $21 target price implied approximately 42% upside from the June 12 closing price of $14.80, and Nokia's stock has since rallied from $4 to a high of $17.45 year-to-date – a gain of roughly 180% – with a current trailing P/E of approximately 38×, indicating that the market has partially priced in the AI revaluation thesis. J.P. Morgan revised its 2026–2028 EBIT estimates up by 2.5%, 0.9%, and 0.5% respectively, with EPS revisions of 2.3%, 0.8%, and 0.5%, while Nokia itself raised its full-year comparable operating profit guidance from €2.0–2.5 billion to €2.1–2.6 billion – forming a complete logical chain of "order surge → capacity release → margin expansion → valuation revaluation." However, caution is warranted: Nokia's traditional businesses showed mixed performance in Q2, with Mobile Infrastructure up 7% and Fixed Networks down 13%, and 70% of revenue still comes from slow-growing traditional telecom operators. While AI and cloud sales as a percentage of group revenue rose to approximately 9% (€446 million / €4.815 billion), the absolute size remains modest. The sustainability of the valuation revaluation depends on whether the 2027 InP factory expansion and Infinera synergies can convert AI orders into proportional profit realization. **Key risks** should be examined from four dimensions. First, supply chain bottleneck realization: Nokia explicitly states that "supply continues to be the main industry constraint", with laser and InP component tightness causing revenue recognition to lag behind order growth. The San Jose InP facility's "significant capacity increase later in 2026" is a critical node – any production delay would weigh on 2027 AI and cloud revenue. Second, competitive landscape erosion: Nokia ranks second globally in optical networking market share (behind Huawei), but faces competition from Ciena, Infinera (now consolidated), Eoptolink, and others in the 800G/1.6T optical module space, as well as the trend toward hyperscaler self-developed optical interconnects – share defense is uncertain. Third, Infinera synergy execution risk: the $2.3 billion Infinera acquisition closed in February 2025; profit realization from integration synergies takes time. While Q2 Network Infrastructure operating margin of 8.1% improved year-over-year, it still lags the 15%+ operating margin of the optical networks standalone business. Fourth, the race between valuation and execution: the current 38× trailing P/E already embeds significant growth expectations; any future quarter with AI and cloud orders below €1 billion, or NI segment growth falling to the low end of guidance, could trigger a valuation correction. **For equity investors**, Nokia's AI revaluation thesis has fundamental support over the next 12–18 months, but the risk-reward profile has shifted materially from the $4 level at the start of the year. At the current price of approximately $10.28, with a consensus target of $13.25, J.P. Morgan's $21 target implies about 42% upside but represents Wall Street's most optimistic forecast. The strategy of "positioning in the $13.00–$13.50 range" advocated by some analysts has technical merit – that range is near the 50-day moving average of $13.49 and would bring the trailing P/E down from 38× to about 30×, closer to J.P. Morgan's 29× forward P/E anchor. The true observation variables are: whether Q3/Q4 2026 AI and cloud orders can sustain above €1 billion per quarter, the year-end InP factory production timeline, whether optical network operating margins can break through 18%, and the extent to which Infinera synergies lift overall NI segment margins. **For supply-chain investors**, Nokia's AI order surge directly benefits its upstream supply chain – InP wafers, DFB/EML laser chips, coherent DSPs, 800G/1.6T optical modules, optical line systems, and data center switch chips. Nokia's Q2 IP Networks business grew 16%, with new data center switch contract wins from Microsoft and Google, resonating with the previously discussed $1.2–1.4 trillion 2027 capex upgrades from hyperscalers including Microsoft, Alphabet, and Amazon – validating the industrial logic that "AI capex is spreading from GPUs to the networking interconnect layer." However, it should be noted that Nokia's supply bottlenecks (lasers, InP) are common constraints across the optical communications industry, meaning the supply-demand imbalance in the optical component and optical chip sub-sectors may persist into 2027, directly benefiting manufacturers with in-house InP/EML chip development capabilities. Overall, this J.P. Morgan preview note is a high-quality forward-looking framework for identifying Nokia's AI revaluation, with the Q2 earnings beat validating the accuracy of its core judgments. The report's greatest contribution is shifting market attention from "whether Nokia benefits from AI" to the quantitative model of "AI and cloud businesses will account for 30% of revenue by 2028, supporting a 29× P/E revaluation." Its greatest limitations are the segment-definition confusion in "NI growth revised up to 28%" (the actual 18–20% is the Optical + IP combined guidance upper bound) and the inconsistency between "high-teens P/E" and J.P. Morgan's actual 29× PEG=1 framework. Investors using this framework should track three variables closely: (1) whether quarterly AI and cloud orders can sustain above €1 billion (if they fall back to €600 million, the thesis breaks down); (2) the year-end 2026 InP factory production timeline and the 1.6T/3.2T optical module volume production cadence in 2027; (3) whether optical network operating margins can break through from 15% toward 20%. These three variables will determine whether the 29× P/E is reasonable pricing or overly optimistic. This report is best suited as a qualitative framework for "communications infrastructure AI revaluation"; specific investment positioning should still be dynamically calibrated against Q3 earnings, InP factory production progress, and Infinera synergy realization cadence, avoiding blind chasing at 38× P/E highs and waiting for the $13–14 technical and fundamental support zone for more stable entry.

• 
  Andrew Moore (@erzigant) reported 23 minutes ago

  .@DIRECTVhelp I've had it with your terrible service. I want to watch Unforgiven. Amazon Prime says that it's available on AMC. You tell me that I need to rent it from AMC. What in the hell am I paying you for? I'm cancelling tomorrow when I can find someone who speaks English.

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  Sama Hoole (@SamaHoole) reported 23 minutes ago

  Jeremy Clarkson made £144 farming a thousand acres in his first year. In year six he lost five thousand. His own words to his land agent: dispiriting enough to clear a hundred and forty-four quid at the start, and here we are six years on, down five grand. The harvest had been projected at thirty-seven thousand profit. Weather and prices took it. Now look at what that thousand acres has behind it that yours does not. One of the best land agents in the country. A farm manager who has worked that ground since he was a teenager. A farm shop with a queue down the lane, a pub, bestselling books, more than a quarter of a million in subsidy across three years, and a television production paying for the entire thing to be filmed. It is the most commercially advantaged thousand acres in Britain, and the farming still loses money. That figure should end every conversation about British agriculture, and it is the one number that never makes it onto a campaign graphic. Not the glyphosate. Not the pig housing. The margin. Because everything people object to on a farm grows straight out of it. The field pushed to the very edge. The hedge that came out because the government paid to have it removed. The shed instead of the yard. The supermarket contract signed below cost because the alternative was no contract. Nobody intensified out of malice. They were priced into it over sixty years by a policy that decided cheap groceries mattered more than a countryside, and by a retail sector that kept the difference. Britain now grows around sixty per cent of its own food. More than a third of British farmers are past sixty-five. The man with the Amazon cheque cannot make a thousand acres pay. The seventy-year-old with three hundred and no film crew is doing it anyway, and being told by people who have never sold a tonne of anything that he is the problem.

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  Jack Edwards (@trend_clothing) reported 27 minutes ago

  @florian_kegel Not a Cyber Attack. it was an Amazon web service outage.

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  Vishal bangar (@vishalbangar) reported 28 minutes ago

  @AmazonHelp you please are not resolving the problem every time you are sending me link and no resolution from 23 may 2026

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  Ryzm (@Goeun_6121) reported 29 minutes ago

  Seoul Close July 24, 2026 Somebody spent Friday buying Korean stocks. Retail, mostly. KRW 6.36 trillion of it, straight into a tape where foreign investors were unloading 4.19 trillion across KRX and NXT and institutions another 2.23 trillion. Sell sidecars fired in both markets before noon. KOSPI closed at 6,690.62, down 5.72%, and KOSDAQ lost 5.32%. The trigger came from the Gulf. Attacks on Saudi tankers, another round of US-Iran escalation, Brent briefly above $102, the US 10-year through 4.70% around the same hour. Korea imports its energy, so the import bill moves first. After that the long end does the selling on its own. US tech had soured the mood overnight. Alphabet fell 7.1% and Tesla 14.5%, both punished for spending heavily while the payback stays on paper. The same Alphabet capex that read here as HBM orders on Wednesday came back Friday with a financing cost attached. Samsung Electronics lost 7.59%, SK Hynix 8.34%. Nothing in the tape said HBM demand moved. Foreigners were cutting Korean beta, and program flows widened whatever the futures started. Samsung Biologics rose 10.08% through all of it. A handful of defense and energy names held green too. The won barely noticed. USD/KRW closed at 1,466.6, down 0.2 won on a day equities lost more than 5%, with ADR-related dollar supply likely doing some of the work. Whether that's resilience or just plumbing, one session doesn't settle. Bonds offered no such cushion. Long yields rose with oil, and stocks and bonds spent the afternoon under pressure together. Next week is crowded. Durable goods Monday, the FOMC Wednesday, Microsoft after that close, then Meta, Apple and Amazon in the same cluster. Desks will sit with the capex and free cash flow lines longer than with any revenue beat. First support for KOSPI is around 6,650 to 6,700. Friday's buyer was retail. Wednesday shows who arrives next.

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  Scottyp23 (@LoSt23993) reported 29 minutes ago

  @VeronicaTeamstr Sorry for the slow reply, I was on Amazon ordering things hoping that you would be the delivery driver:)

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  Ankit atheist (@Iamankitkaurav) reported 30 minutes ago

  I have applied code PVAQ-******-AXH on 23 july 2026 for one year amazon prime membership. But it's still not active in my account with mobile no - +91 7400649152. I tried to apply the code again, but it says coupon code already used. Please resolve this issue. @amazonIN

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  Vinay rajora (@IamVrajora) reported 32 minutes ago

  @AmazonHelp Link is not working kindly give me new link