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Ask HN: AMZN Q1 Earnings Today; will spectre mitigations boost earnings?
Spectre / meltdown were mitigated at the beginning of Q1 in January. Reports were that they caused 30% slowdown of many common tasks.
Assuming AWS customers were operating servers with <30% headroom, some of those customers needed to upgrade to bigger machines or use more CPU credits.
Will this have a noticeable effect on AWS revenue?