Iran just threatened to strike data centers, AI facilities and undersea internet cables across the Gulf

Mohsen Rezaei, secretary of Iran's Supreme National Security Council, said oil facilities, cables, data centers and AI sites in as many as seven Gulf countries could be hit if the US and Israel attack again, per The Guardian

He told Iran's state-run Press TV that more than $2 trillion of US-linked tech infrastructure in the region could be at risk, per Al Arabiya

"We have not yet included these assets among our targets. But if war breaks out, many of these cables, data centers, artificial intelligence facilities, and numerous other sites will be destroyed," Rezaei said

US media report a target list for a new joint US-Israel strike has been drawn up for after the November 3 midterms, per The Guardian

Brent crude is up 3.3% to about $113 a barrel today and the Nasdaq 100 is down 3.5%, per Yahoo Finance data

US tech giants have spent the past year pitching the Gulf as the next AI hub, built on cheap power and sovereign money. Tehran is now openly naming that buildout as a target, which adds a war-risk premium to an AI trade the market is already questioning

Source: StockMarket.News