Iran threatens US tech companies as AI data centers become targets in escalating conflict

Reviewed byNidhi Govil

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Iran's Islamic Revolutionary Guard Corps has issued direct threats against major US tech companies operating in the Middle East, warning of imminent attacks on AI data centers including the $30 billion Stargate facility in Abu Dhabi. The escalation follows earlier strikes on Amazon Web Services infrastructure and marks a dangerous shift toward targeting billions in commercial tech assets.

Iran's Islamic Revolutionary Guard Corps Issues Direct Warnings

Iran threats against US tech companies have escalated dramatically as the Islamic Revolutionary Guard Corps (IRGC) warned it will begin targeting American commercial infrastructure across the Middle East. The military force issued a specific deadline, stating attacks would commence after 8 pm on April 1 in Tehran, and named 18 companies including Apple, Google, Microsoft, Oracle, Nvidia, Intel, Palantir, Tesla, Boeing, Dell, Cisco, IBM, Meta, and HP

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. The IRGC urged employees of these tech companies in the Middle East to evacuate immediately and warned civilians to stay away from their facilities

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Source: Euronews

Source: Euronews

The threats represent retaliation for killing of Iranian citizens in the ongoing conflict with the US and Israel, which began in late February. According to the IRGC, these US tech companies are "legitimate targets" responsible for providing technology that enabled joint US-Israeli attacks, including the assassination of Supreme Leader Ali Khamenei

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. Approximately 2,000 Iranians have been killed since the conflict began, along with at least 13 US service members

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Stargate AI Data Center Becomes High-Profile Target

The most dramatic Iran threats focused on the Stargate AI data center in Abu Dhabi, a $30 billion facility backed by OpenAI, Oracle, Nvidia, Cisco, UAE's G42, and SoftBank

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. The IRGC released a video showing a space shot zooming into Abu Dhabi on Google Maps, revealing the facility's location with the message "nothing stays hidden to our sight, though hidden by Google"

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. The video prominently featured photos of CEOs including Jensen Huang, Sam Altman, and Satya Nadella

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Source: TechSpot

Source: TechSpot

Brigadier General Ebrahim Zolfaghari stated the IRGC would pursue "complete and utter annihilation" of power plants, energy infrastructure, and IT facilities belonging to Israel and companies with American shareholders if the US attacks Iran's power infrastructure

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. The Stargate project, announced in May 2025, represents a 1GW AI cluster with the first 200MW expected online in 2026, potentially housing roughly 100,000 Nvidia chips including Grace Blackwell GB300 systems

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. The facility sits within a planned 10-square-mile UAE-US AI campus that could eventually reach 5GW capacity

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Strikes on Data Centers Already Underway

Iran threats to attack US tech firms come after actual strikes on data centers have already occurred. Iranian drones struck two Amazon Web Services data centers in the United Arab Emirates and Bahrain on March 1, marking the first publicly confirmed attack on American-owned hyperscale cloud infrastructure

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. Banking sites, payment processors, and consumer services across the region crashed as redundancies meant to prevent outages were taken offline

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Source: TechCrunch

Source: TechCrunch

The IRGC claimed it hit an Oracle data center in Dubai and an Amazon facility in Bahrain, though Dubai authorities quickly denied the report

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. Bahrain's Ministry of Interior confirmed an Iranian strike set "a facility of a company" on fire, identified as Batelco, the country's largest telecommunications company that hosts infrastructure for Amazon Web Services

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. A Bellingcat investigation suggests not all attacks are intercepted and official damage reports may not fully reflect actual impacts

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Targeting Tech Infrastructure Creates Unprecedented Financial Risk

The shift toward targeting tech infrastructure represents a calculated strategy. Hitting AI data centers equipped with cutting-edge hardware causes dramatically more financial damage than traditional military targets. An Nvidia NVL72 GB300 system can cost as much as $6 million, meaning a data center hosting 50,000 Blackwell processors contains hardware worth $4.16 billion

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. Including networking, storage, racks, power delivery, cooling, and building infrastructure could push total costs to $6.24 billion for a single facility .

Billions of dollars in US technology and infrastructure are concentrated in the Gulf, where American tech giants have invested heavily in the region becoming the next hub for AI development

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. The IRGC published a list of 29 regional offices and data centers operated by major firms such as Amazon, Google, IBM, Nvidia, and Palantir earlier this month, accusing them of supporting US military and intelligence activities

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US Military's Reliance on Commercial Vendors Exposed

The threats highlight the US military's reliance on commercial vendors with operations in the region. Palantir builds the data architecture for Project Maven, a Pentagon artificial intelligence program that processes drone and satellite imagery to identify air-strike targets, and maintains a corporate office in Abu Dhabi

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. The US reportedly used Anthropic's AI in its initial airstrikes against Iran at the onset of the war in late February

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Oracle has cloud and artificial intelligence contracts with the US Department of Defense, and its chairman Larry Ellison has longstanding ties with Israel, factors cited in the IRGC's accusations

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. The US military responded throughout March by bombing IRGC drone networks and releasing footage of air strikes destroying mobile launchers, though the aerial campaign has slowed as the US temporarily paused strikes to explore potential peace talks

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Geopolitical Tensions Reshape Tech Investment Calculations

The conflict has spread across the region, with Iranian retaliatory strikes hitting targets in Israel, Gulf states, and Iraq. The Strait of Hormuz has remained effectively closed for weeks due to Iran threats, disrupting shipments of oil and other goods globally

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. President Trump threatened to strike Iran's civilian infrastructure, including power plants and water desalination plants, if Iran doesn't reopen the critical shipping channel

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The Pentagon is reportedly considering deploying up to 10,000 additional troops to the Middle East to expand options ahead of a possible ground invasion

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. For tech companies, the escalation raises urgent questions about the viability of massive infrastructure investments in geopolitically volatile regions. The concentration of AI data centers in Dubai, Bahrain, and Abu Dhabi—once seen as strategic advantages—now represents potential vulnerabilities as cloud infrastructure becomes entangled in military conflicts.

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