⚠️Middle East tensions are starting to hit AI infrastructure.

This week alone:

• Two AWS data centers in the UAE were bombed
• One AWS data center in Bahrain was also hit

Amazon is reportedly asking customers to migrate workloads out of the region. Iran claims targeting Amazon and Microsoft infrastructure “dealt a serious blow”. Nvidia has closed its UAE offices

What’s at stake:

• OpenAI’s Stargate UAE
• Planned 1GW AI data center in Abu Dhabi
• Joint venture with G42 and Microsoft
• First 200MW phase expected online in 2026

Microsoft’s UAE investment:
• $15.2B commitment (2023–2029)
•