Amazon's stock popped 13% on Thursday afternoon, fueled by huge Q3 growth at AWS. The earnings call with analysts is scheduled for 5 p.m. ET.

Experts say the incident revealed what can happen when a such a broad spectrum of companies rely on singular cloud provider.

When it comes to artificial intelligence (AI), perhaps no one commands more attention than Sam Altman, the CEO of ChatGPT maker OpenAI. On Nov. 3, OpenAI announced a headline-grabbing $38 billion partnership with e-commerce and cloud titan Amazon ( AMZN 1.81%).

Fastnet is the first cable that Amazon is building on its own. The company backed multiple subsea internet projects in the past, but it developed them as part of consortiums. One of those cables, the Bifrost optical link that connects the U.S. and Singapore, came online last month.

When Amazon Web Services suffered an outage on Monday morning, it practically took down the internet with it. There went all of Amazon’s services, from its shopping hub to its Ring doorbell cameras. ChatGPT went quiet. “Smart” mattresses became unsleepable. Video games like Fortnite blinked out, as did platforms like Snapchat and banking apps.

Overall, Amazon's revenue rose by 13% year over year to $180.2 billion, which came in above the $177.8 billion analyst consensus, as compiled by LSEG. Earnings per share climbed 36% to $1.95, which easily surpassed analyst expectations of $1.57.

User complaints surged on tracking site DownDetector just after noon Eastern time, with most reports concentrated in the company’s US-EAST-1 region.

Amazon's Q3 2025 shows surging AWS growth, AI advances, and major upside potential. Read here for an investment analysis of AMZN stock.