Iran War's Impact on Global Data Centers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Source: Yahoo Finance
- Military Strikes on Data Centers: On March 1, Iranian drone strikes targeted three Amazon Web Services facilities in the UAE and Bahrain, marking the first confirmed military attacks on hyperscale cloud providers, which severely disrupted cloud availability and affected various sectors including banking and online payments.
- Challenges in Service Recovery: Amazon warned clients that recovery from the physical damage would be prolonged, indicating that the security and availability of data centers are significantly threatened in a war context, which could lead to customer attrition and a decline in market share.
- Data Centers as Military Targets: Due to their high value and vulnerability, data centers are emerging as new military targets, especially as AI technology becomes increasingly critical, suggesting that similar incidents may occur in the future, impacting industry investment decisions.
- Rising Investment Risks in the Region: Ongoing conflicts in Iran and surrounding areas may prompt hyperscalers to shift their investment focus to safer regions like Southeastern Europe or India, slowing down data center development in the Middle East and affecting the region's technological advancement and economic growth.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 222.820
Low
200.00
Averages
264.97
High
352.00
Current: 222.820
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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