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The US-led war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments …

The Information Miles Kruppa

Discussion

  • @elaifresh Elai on x
    Oil at $110 pivot to urban horses now before it's too late [video]
  • @bubbleboi Bubble Boi on x
    All the data center capex is being delayed 1-2 years minimum now. Say goodbye to the memory thesis and the networking one, banks & institutional investor will pull back lending for SPVs that all big tech and labs are using to fund their infrastructure. Additionally Dubai, Saudi,
  • @adamscochran Adam Cochran on x
    If this keeps up, Republican voters will have pronouns in their bio by Wednesday.
  • @theseouldan @theseouldan on bluesky
    About that AI trade, in particular openAI [embedded post]
  • @bigworker @bigworker on bluesky
    Every cloud has its silver lining
  • @wilkos @wilkos on bluesky
    Trump violating the first rule, you never fuck with the money [embedded post]
  • @bindureddy Bindu Reddy on x
    This is the first AI-assisted war AI picks targets, plans bombing missions and chooses the right weapons! The war is progressing alarmingly quickly thanks to AI... But it also means that AI will make mistakes! 😲
  • @martinsfp @martinsfp on bluesky
    Interesting read with some good examples of how AI is being used against Iran, but...  “Many military officials involved in AI projects warn that the technology's capabilities risk prompting an overreliance on information it provides—a trend linked with the phrase ‘The computer s…
  • NewsMax.com NewsMax.com on x
    Kuwait Airport, Bahrain Desalination Unit Struck as Iran Presses Gulf Attacks
  • @jessefelder Jesse Felder on bluesky
    ‘Drone strikes on Amazon Web Services facilities this week in the United Arab Emirates and Bahrain highlight the vulnerability of cloud facilities — prominent symbols of US tech power in the region and hard to defend against air attack.’ www.ft.com/content/09fa...
  • @katie0martin.ft.com Katie Martin on bluesky
    “defence and tech analysts said the data centre attacks appeared deliberate and part of a pattern of Iranian strikes on civilian infrastructure, including airports, energy facilities and ports.”  —  www.ft.com/content/09fa...
  • @convergingriskslab Caroline Baxter on bluesky
    “The strikes mark what is believed to be the world's first military attack against the US “hyperscalers” that dominate the global cloud computing market.”  —  www.ft.com/content/09fa...
  • @andydiggle Andy Diggle on bluesky
    Iran is now bombing Amazon and Microsoft data centres.  —  “Drone strikes on Amazon Web Services facilities... highlight the vulnerability of cloud facilities — prominent symbols of US tech power in the region and hard to defend against air attack.”
  • @chairmanmoet Chairman Moët on bluesky
    reminded of my ISO 27001 days and wondering how many people had “data centre hit by Iranian missile” on their risk register?  —  www.theguardian.com/world/2026/ m...
  • @socialmedialab.ca @socialmedialab.ca on bluesky
    Drone strikes raises doubts over Gulf as AI superpower ... “It is believed to be a first: the deliberate targeting of a commercial datacentre by the armed forces of a country at war” www.theguardian.com/world/2026/ m...
  • @barbisblue @barbisblue on bluesky
    The network could withstand one of its centres being taken out of action but not a second, let alone a third of their huge warehouses of technology.  —  Millions in Dubai and Abu Dhabi woke up on Monday unable to pay for a taxi, order a food delivery, or check their bank balance …
  • @Wen@mastodon.scot Wen on mastodon
    The laws of unintended consequences.  —  I wonder why Bezos thinks about his ‘investment’ in Trump now?  I suspect it was just a ‘follow the future money’ strategy - as in his emasculation of the Washington Post, but I hope it comes back to bite him in the arse.  —  https://www.t…
  • r/artificial r on reddit
    ‘It means missile defence on data centres’: drone strikes raises doubts over Gulf as AI superpower |  US-Israel war on Iran |  The Guardian
  • @bubbleboi Bubble Boi on x
    Sell everything, memory, networking, asics, fiber, lasers. The data centers are never being built out without Middle East money.