Part 2 Anti-Anti-Nazi Barbarian Hordes are Knocking Down ...

[admin]

Iran Just Named Google, Microsoft and Nvidia as Its Next Targets
Money over history and Geld über Geschichte
Mar 11, 2026

Iran has reportedly expanded the scope of the ongoing Middle East conflict by naming major US technology companies as potential targets. According to reports citing Iran’s IRGC-linked Tasnim News Agency, offices and infrastructure connected to companies such as Google, Microsoft, Nvidia, IBM, Oracle, and Palantir have been described as “new targets” as the conflict moves toward what analysts call infrastructure warfare.

These companies operate critical cloud computing infrastructure, data centers, and regional headquarters across Israel and several Gulf countries. Iranian officials claim that technologies developed by these firms have been used in military and intelligence operations supporting Israel and the United States.

The warning comes as tensions escalate across the Middle East, with infrastructure, financial institutions, and economic centers increasingly being mentioned as potential targets. Analysts say that if technology infrastructure becomes part of the conflict, the economic and geopolitical consequences could extend far beyond the battlefield.

In this video we explain:
• Why Iran named major tech companies as targets
• How cloud infrastructure and data centers became part of modern warfare
• The role of companies like Google, Microsoft, and Nvidia in global military technology
• What this could mean for the future of cyber and infrastructure conflict



Transcript

0:00Yesterday, Iran published a list. Not a list of military bases, not radar installations, not oil fields, naval vessels, or missile defense systems.
0:088 secondsThose have been targets since day one. Everybody knew those were coming. Yesterday's list was different.
0:1414 secondsYesterday's list had six names on it that have never appeared on any military target list in the history of modern warfare. Six names that collectively represent more economic value than the
0:2222 secondsGDP of most countries on Earth. Six names that every person reading this right now has used today, probably before breakfast. Google, Microsoft,
0:3131 secondsNvidia, IBM, Oracle, Palanteer, the IRGC, Iran's Islamic Revolutionary Guard Corps, the most powerful military force
0:3939 secondsin the Middle East outside of the United States itself, published through its official Tasnim news agency, a formal declaration that every office, every
0:4747 secondsdata center, every cloud infrastructure node these companies operate across Israel and the Gulf is now, in their exact published words, Iran's new
0:5555 secondstargets. And then they did something that no military force in modern history has ever done before issuing a strike campaign. They warned civilians to
1:021 minute, 2 secondsleave, not to evacuate a neighborhood near a missile base, not to stay away from a military airport or naval facility. They told the civilian public
1:091 minute, 9 secondsof the Gulf, the people who live and work in Dubai, Abu Dhabi, Manama, and Tel Aviv, to not stand within one kilometer of any US or Israeli linked
1:181 minute, 18 secondsbank, one kilometer from a bank because the bank might be hit by a missile. That warning was issued yesterday, March 11th, 2026. Day 12 of a war that was supposed to be a short-term excursion.
1:291 minute, 29 secondsToday is day 13. And the question every government, every investor, every tech executive, and every ordinary person with money in a Gulf bank account is
1:381 minute, 38 secondsasking this morning is the same question. Is this real? Here's how you answer that question. You look at what Iran already did. Not what it
1:451 minute, 45 secondsthreatened, not what it announced, not what an IRGC spokesperson said in a press release, what it actually did.
1:511 minute, 51 secondsBecause the threat published yesterday is not the first chapter of the story.
1:541 minute, 54 secondsIt is chapter two. And chapter 1 already happened 11 days ago on the very first morning of this war. On March 1st, 2026,
2:022 minutes, 2 secondswhile the world was still processing the news that Kamina was dead and the Middle East was on fire, Iran fired drones at a data center. Not a military facility, a
2:112 minutes, 11 secondsdata center. Three Amazon Web Services facilities located in the UAE and Bahrain. the cloud computing backbone for banking, payments, delivery
2:192 minutes, 19 secondsplatforms, and enterprise software across the entire Gulf region. Two of the UAE facilities were directly struck.
2:262 minutes, 26 secondsOne in Bahrain was damaged by a nearby explosion. AWS confirmed structural damage, disrupted power delivery. Fire suppression systems activating inside
2:342 minutes, 34 secondsserver rooms, flooding equipment with water to stop the blaze. Amazon told its customers, "Expect recovery to be prolonged given the nature of the physical damage involved." Within hours,
2:442 minutes, 44 secondsKareem, the Gulf's largest ride sharing and delivery app used by tens of millions of people every day, went offline. Payment processors, Hub Pay and Alain reported outages. Emirates NBD,
2:552 minutes, 55 secondsfirst Abu Dhabi Bank, and Abu Dhabi commercial bank all reported service disruptions. Enterprise software across the region lost connectivity. Investing
3:033 minutes, 3 secondsapps, delivery trackers, digital wallets, all of it suddenly dark because a drone had set fire to the building where the servers lived. The Uptime
3:113 minutes, 11 secondsInstitute, the Global Authority on Data Center Resilience and Infrastructure Security, confirmed what had happened with a single sentence that nobody in Silicon Valley, nobody in the Pentagon,
3:203 minutes, 20 secondsand nobody in the Gulf's trillion dollar investment community wanted to read.
3:233 minutes, 23 secondsThis was the first confirmed military attack on a hypers scale cloud provider in the history of warfare. Nothing like it had ever happened before. Iran did it
3:313 minutes, 31 secondson day one. Before the smoke cleared over Thran, before the first casualty figures were published, before oil crossed $100 a barrel, before the
3:383 minutes, 38 secondsStraight of Hormuz closed, Iran looked at the American economy, identified its most modern, most critical, most globally connected infrastructure and
3:463 minutes, 46 secondshit it on the opening morning of the war. That was the proof of concept. Yesterday's list, Google, Microsoft,
3:523 minutes, 52 secondsNvidia, IBM, Oracle, Palanteer, is the expansion of what was proven possible on day one. And to understand why what
4:004 minutescomes next is not just a military story or a technology story, but potentially the most consequential economic event of this decade, you need to understand one
4:084 minutes, 8 secondsthing that the architects of this war never modeled, never calculated, and apparently never asked. What do these six companies actually mean to the
4:154 minutes, 15 secondsUnited States military? Because the answer is not what most people think.
4:204 minutes, 20 secondsAnd Iran knew the answer before Washington ever launched the first air strike. Google, Microsoft, Nvidia, IBM,
4:274 minutes, 27 secondsOracle, and Palunteer are not simply technology companies. They are not just consumer brands or stock market darlings or the companies whose apps fill your
4:354 minutes, 35 secondsphone screen. In 2026, they are the operational infrastructure of American military power. And that is precisely why Iran named them. Microsoft Azure
4:444 minutes, 44 secondsholds the Pentagon's classified cloud computing contracts, multi-billion dollar agreements that make Microsoft servers the digital backbone of US
4:514 minutes, 51 secondsmilitary communications, logistics, and intelligence processing. When an American general needs to coordinate air operations across six countries
4:584 minutes, 58 secondssimultaneously, the computing infrastructure running underneath that coordination is in significant part Microsoft's. Google Cloud has active
5:065 minutes, 6 secondsdefense contracts that its own employees protested for years. contracts providing AI capabilities to military intelligence operations. Palunteer did not become a
5:145 minutes, 14 seconds$60 billion company by selling software to hospitals. It built the data analytics architecture that US special operations forces use for targeting. The
5:235 minutes, 23 secondssystem that takes raw intelligence from satellites, signals intercepts, and field reports and converts it into strike coordinates. Nvidia's chips do
5:305 minutes, 30 secondsnot just run gaming graphics cards and consumer AI assistance. They power the artificial intelligence systems,
5:365 minutes, 36 secondsprocessing satellite imagery in real time over Iranian airspace right now,
5:405 minutes, 40 secondsidentifying missile launchers, tracking vehicle movements, and generating the target lists that American and Israeli aircraft are using to select their next strike. IBM provides enterprise
5:485 minutes, 48 secondsinfrastructure to US intelligence agencies that predates the modern cloud era and runs some of the most sensitive government computing operations on
5:555 minutes, 55 secondsEarth. Oracle hosts classified US government data under contracts that make it one of the most strategically embedded commercial companies in the American national security architecture.
6:066 minutes, 6 secondsIran's argument published explicitly through Tasnam is that these are not neutral civilian businesses sheltering behind commercial activity. They are the
6:136 minutes, 13 secondscompanies whose technology is enabling the air strikes that have killed more than 300 Iranian civilians, struck 10 medical centers, bombed a girl school in
6:216 minutes, 21 secondsManab, killing over 150 children, and reduced entire neighborhoods of Tran to rubble. Iran is arguing and international legal scholars will debate
6:296 minutes, 29 secondsthis for years that companies whose products directly power military targeting have forfeited their status as protected civilian actors. Now look at
6:376 minutes, 37 secondswhere these companies have built their Middle East presence because geography tells you everything about the scale of what is at stake. Google's Middle East
6:446 minutes, 44 secondsheadquarters is in Dubai. Not a small liazison office but a major regional operation sitting inside one of the most recognizable commercial districts in the
6:526 minutes, 52 secondsworld. Microsoft maintains its largest regional presence in Abu Dhabi where it committed $3 billion in data center investment in 22 and4 alone. Oracle has
7:017 minutes, 1 secondbeen aggressively building Gulf infrastructure as the region positions itself as the AI capital of the emerging world. NVIDIA has deep partnerships with
7:087 minutes, 8 secondsUAE sovereign wealth funds and government AI initiatives. IBM operates across the Gulf providing enterprise technology to governments and financial institutions. All of it, every server,
7:197 minutes, 19 secondsevery office, every fiber connection was built on a single foundational assumption that was formalized into official US policy just 6 weeks before
7:267 minutes, 26 secondsthis war started. In January 2026, the United States announced the Pax Silica Initiative, a formal partnership with the UAE and Qatar designed to anchor
7:357 minutes, 35 secondsAmerican AI chips and cloud infrastructure in the Gulf, specifically to prevent that technology from flowing toward China. The security frameworks built around that initiative were
7:437 minutes, 43 secondssophisticated and expensive. They covered export controls, chip tracking,
7:477 minutes, 47 secondspolitical alignment agreements, and technology transfer restrictions. They were designed to keep advanced American semiconductors out of Chinese hands. Not
7:557 minutes, 55 secondsone word of the pack silica security architecture contemplated Iranian drones. Not one contingency plan addressed what happens when the buildings themselves become military
8:048 minutes, 4 secondstargets. 11 days ago, Iranian drones set an Amazon server farm on fire in the UAE. Yesterday, the IRGC published a formal list naming five more American
8:128 minutes, 12 secondstech giants as its next targets. The entire PAX silica assumption, the trillion dollar strategic foundation of American technology dominance and the
8:208 minutes, 20 secondsworld's most important energy region is now being stress tested against the reality that a country America is actively bombing has decided to shoot
8:288 minutes, 28 secondsback at the buildings where the future of American AI lives. The financial consequences are already cascading in ways the market has not yet fully
8:368 minutes, 36 secondspriced. Goldman Sachs analysts told Bloomberg this week that investor models have treated the AWS attacks as a contained isolated incident. One data
8:448 minutes, 44 secondscenter, temporary outage, workload migrated to other regions, services restored within days. That containment assumption rests on one condition that
8:528 minutes, 52 secondsthe attacks remain isolated. The IRGC's published list from yesterday is a formal declaration that the assumption
8:598 minutes, 59 secondsis wrong. This is not isolated. This is a campaign and a campaign against Google's Dubai headquarters. Microsoft's
9:079 minutes, 7 secondsAbu Dhabi campus and Oracle's Gulf operations executed with the same drone accuracy that took down Kareem and three
9:139 minutes, 13 secondsUAE banking apps on day one will not be absorbed by rerouting traffic to Frankfurt servers. It will be absorbed by stock markets, by pension funds, by
9:229 minutes, 22 secondsevery technology investor on Earth who wakes up tomorrow and realizes that the data center their money is sitting inside just appeared on an Iranian military target list and the US Navy
9:319 minutes, 31 secondscannot protect it. Here's the question that nobody in Washington is answering publicly, but that every CEO on that IRGC list asked their security team
9:399 minutes, 39 secondsyesterday morning. Can the United States military protect a Google office in Dubai? Not rhetorically, specifically,
9:479 minutes, 47 secondspractically right now on day 13 of a war where American interceptor stockpiles are being replenished from South Korean storage facilities, where the US Navy
9:559 minutes, 55 secondshas acknowledged it cannot guarantee safe passage through the Straight of Hormuz, where three Amazon data centers are still in recovery from drone strikes
10:0210 minutes, 2 seconds11 days ago. Can America defend a commercial tech building in the UAE against the same drones that already proved they could reach and destroy
10:0910 minutes, 9 secondscivilian infrastructure on day one of this war? The honest answer is not reliably, not without cost, and not indefinitely. The asymmetry here is
10:1810 minutes, 18 secondsbrutal. As one infrastructure security expert told rest of world this week, it is cheaper to attack than to defend.
10:2510 minutes, 25 secondsProtecting a data center against a sustained Iranian drone campaign requires layered air defense systems, Patriot batteries, radar coverage,
10:3210 minutes, 32 secondsinterceptor missiles, the same systems that are currently depleted across the entire Middle East theater from 13 days of continuous combat operations. The
10:4110 minutes, 41 secondscost of defending a single data center campus approaches the cost of building a new one. And Iran can send another drone for approximately the cost of a used
10:4910 minutes, 49 secondscar. This is the economic warfare logic that the architects of Operation Epic Fury never modeled. Trump's team plan for a military operation. Degrade Iran's
10:5710 minutes, 57 secondsmissile capabilities, eliminate its nuclear infrastructure, signal overwhelming American superiority. They expected Iran to fight back militarily,
11:0511 minutes, 5 secondsabsorb losses until the costs became unbearable. What they did not expect was that Iran would open a simultaneous front against the commercial and
11:1211 minutes, 12 secondstechnological infrastructure of the American economy itself. One where every defensive move costs more than the offensive one and where the attacker
11:2011 minutes, 20 secondsdoes not need to destroy the target to win. It only needs to make the target dangerous to be near. The $6 trillion in global equity market value wiped out since February 28th reflects oil prices,
11:3011 minutes, 30 secondsenergy supply shock, and generalized war risk. It does not yet reflect the specific scenario the IRGC published yesterday. If Iran follows through, if
11:3811 minutes, 38 secondsGoogle's Dubai headquarters or Microsoft's Abu Dhabi campus sustains the same drone strike that took down Amazon's UAE availability zones, the
11:4611 minutes, 46 secondsmarket response will not be a gradual repricing. It will be a violent, rapid reassessment of every tech company's Middle East exposure, every Gulf States's investment credibility, and
11:5511 minutes, 55 secondsevery assumption built into the packed silica framework that American and Gulf leaders spent years constructing.
12:0112 minutes, 1 secondMicrosoft's stock does not need to be hit by a missile to fall. It needs its investors to open their phones, read that its Abu Dhabi data center is on an
12:0912 minutes, 9 secondsactive Iranian target list, and decide that the risk adjusted return on Gulf exposure no longer makes sense. That repricing happens in milliseconds on
12:1612 minutes, 16 secondsalgorithmic trading systems. The damage arrives before the drone does. And running underneath all of this is a geopolitical message that Iran is
12:2412 minutes, 24 secondsbroadcasting simultaneously to every government in the world that is watching this war from outside the conflict. The Straight of Hormuz is closed to everyone
12:3112 minutes, 31 secondsexcept Chinese flagged vessels and Muslim-owned shipping. The IRGC technology target list names American companies. Chinese companies, Huawei,
12:4012 minutes, 40 secondsAlibaba Cloud, Bite Dance, all of which have significant Gulf presence do not appear on it. Iran is telling every government, every sovereign wealth fund,
12:4812 minutes, 48 secondsevery tech executive evaluating their next data center investment, American infrastructure in this region is a military target. Chinese infrastructure
12:5612 minutes, 56 secondsis not. Choose accordingly. That message is landing. Gulf state governments that spent the last decade carefully balancing between Washington and
13:0413 minutes, 4 secondsBeijing, attracting both American AI investment and Chinese technology partnerships are now watching the American half of that balance sheet catch fire in real time while the
13:1213 minutes, 12 secondsChinese half passes through the straight of Hormuz without interference. No official statement is needed. The geometry speaks for itself. Trump called
13:1913 minutes, 19 secondsthis war a short-term excursion. Israeli minister said regime change could take a year. The US military asked for four to six weeks to achieve objectives that
13:2813 minutes, 28 secondshave no military finish line. The IRGC's underground command network, 31 hardened facilities buried beyond the penetration depth of conventional weapons, is still
13:3613 minutes, 36 secondsoperational after 13 days of the most intensive American bombing since 2003.
13:4213 minutes, 42 secondsIran's factories are running double shifts, replacing weapons faster than air strikes destroy them. And now on day 13, the war has reached into the server
13:4913 minutes, 49 secondsrooms of the companies that run the American economy and put their addresses on a published hit list. The Amazon fire suppression systems activated 11 days
13:5713 minutes, 57 secondsago to save servers from Iranian drone damage. The fires went out. The recovery took days. Yesterday, the IRGC named Google, Microsoft, Nvidia, IBM, Oracle,
14:0614 minutes, 6 secondsand Palunteer. Today is day 13 and somewhere in Dubai right now in a tower that is very easy to find on a map,
14:1214 minutes, 12 secondsGoogle's Middle East headquarters is open for business with its address on a list that was published yesterday by the people who already proved 11 days ago
14:2014 minutes, 20 secondsthat they know how to find a building and how to hit it. The question is not whether they can. They already showed us they can. The question is when.

[admin]

[admin]

[admin]