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FollowingKey Points
Iran has threatened to target the $2 trillion worth of digital infrastructure in the Middle East as military targets.
Amazon has confirmed that its cloud facilities in the Middle East have been physically damaged.
NVIDIA and OpenAI are facing increasingly serious geopolitical and security risks related to their infrastructure investments.
With Iran warning that any renewed hostilities with the United States could lead to attacks on $2 trillion worth of digital infrastructure in the Middle East, the global AI revolution is facing significant threats to its physical security. On October 11th, Iranian senior security official Mohsen Rezaei made this warning, specifying that data centers, AI facilities, and communication cables could be potential targets. Although Rezaei mentioned that these infrastructures are worth over $2 trillion, this estimate has not been independently verified.
This threat raises concerns for investors seeking to fund AI development worldwide: complex computing infrastructure worth billions of dollars may still rely on vulnerable buildings, power networks, and telecommunications connections.
Iran’s threats target $2 trillion worth of AI and digital infrastructure.
In an interview with the Iranian national television, Rezaei warned that in another conflict, U.S. technological assets located near the UAE and the Strait of Hormuz could become targets. According to regional media reports, potential targets include cloud facilities, AI centers, and submarine cables connecting major international markets.
需要强调的是，这一警告属于条件性声明，并非证据表明已有2万亿美元的基础设施遭到破坏，也非指任何特定的英伟达或OpenAI设施目前正遭受攻击。然而，过往事件表明，这种物理危险并非完全空穴来风。
今年3月，亚马逊云服务（AWS）证实，无人机袭击直接命中了其在阿联酋的两处设施，而在巴林一处设施附近的袭击也造成了额外的基础设施损坏。根据AWS的服务健康更新，袭击破坏了建筑物，切断了电力供应，并影响了多项云服务。到9月时，AWS确定某些受影响资源和数据无法恢复，这显示了物理破坏如何转化为长期的数字中断。
英伟达、OpenAI与微软在中海湾人工智能项目中投入巨资
随着各国政府寻求超越石油经济多元化发展，中东已成为人工智能基础设施投资的重要目的地。在阿联酋，OpenAI、英伟达等科技公司参与了“Stargate UAE”项目，这是通过美乌伙伴关系规划开发的5吉瓦人工智能园区的一部分。沙特阿拉伯也在通过Humain项目扩展其人工智能基础设施，而微软则宣布计划到2030年在科威特、卡塔尔、沙特阿拉伯和阿联酋投资超过100亿美元。
该地区的吸引力源于巨额投资资本、能源资源以及雄心勃勃的政府支持科技项目。然而，这些优势也为昂贵的基础设施项目引入了集中的地缘政治风险。更广泛的人工智能融资热潮日益依赖债务、长期客户协议以及期望设施多年稳定运营的基建投资者。
为何物理安全可能成为人工智能股票估值的风险因素
与软件不同，当地缘政治条件恶化时，人工智能数据中心无法立即迁移。先进GPU集群需要稳定的电力、专用冷却系统、高速网络和高标准的物理安全。即使昂贵的处理器完好无损，任何关键支持系统的损坏都可能导致计算操作中断。
这种脆弱性不仅限于单个设施。穿过红海的海底通信电缆承载着大量的欧亚数据流量，使得区域性的中断可能产生远超海湾地区的后果。这为关于人工智能基础设施债务的担忧增加了物理安全维度，特别是当运营商以严重依赖不间断运营才能体现经济价值的资产为抵押大量借贷时。
对投资者而言，可能的后果包括更高的保险成本、额外的冗余要求、建设延迟以及更大的融资支出。此外，随着美国国债收益率上升，高估值科技公司面临的压力也在增加，进一步加剧了这一风险。
