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I'm betting it's that something gnarly got checked in rather than service outage

I'll second that with something more specific. A bad update to their software defined routers or switches.

"A pool of servers that route traffic to application backends crashed"

So, "kind of" confirmed, I think. Assuming a bad update is the most likely culprit for a whole pool of servers to all crash at the same time.

Can't something gnarly getting checked in cause a service outage?