The timing (Saturday, no announcement) feels calculated to minimize attention. And the framing as "supply and demand" gives them cover for future increases.

The real concern isn't this specific 15% - it's the precedent. Once you've broken the "prices only go down" expectation, every future increase becomes easier. Enterprise customers with EDP agreements are discovering their "locked in" discounts are calculated against prices AWS can change at will.

For smaller teams, this is another argument for considering alternatives like Lambda Labs or CoreWeave for GPU workloads.