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)
• $4.6B already deployed
Tens of billions of dollars in AI infrastructure across the Gulf could now be at risk.
@aipost
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)
• $4.6B already deployed
Tens of billions of dollars in AI infrastructure across the Gulf could now be at risk.
@aipost
⚠️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)
• $4.6B already deployed
Tens of billions of dollars in AI infrastructure across the Gulf could now be at risk.
@aipost 🏴
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