Marcus SchulerIran struck three AWS data centers and an Oracle facility in the Gulf while threatening OpenAI's $30B Stargate center in Abu Dhabi. The attacks mark the first military targeting of hyperscale cloud providers, potentially reshaping how the industry prices geopolitical risk for hundreds of billions in regional AI investments. #CloudSecurity #AIInfrastructure #GeopoliticalRisk
Iran's Gulf Threat Exposes Silicon Valley's $630B Gamble
Iran named 18 US tech companies as targets and already struck three AWS data centers in the Gulf. With hundreds of billions in AI investments from Google, Microsoft, Oracle, and Nvidia at risk, the real damage isn't one building. It's the confidence collapse that makes the region uninvestable.