Prolonged Yandex Outage

The most likely path is that Yandex cannot quickly restore enough capacity after losing multiple availability zones and keeps advising enterprise customers to migrate workloads. Russian corporates, developers, and state-linked users shift critical systems to VK Cloud, Rostelecom, SberCloud, Selectel, and on-premise backups while Yandex prioritizes core consumer services.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.