Ojo que lo de claude esta relacionado con esto
https://www.svd.se/a/Ok8021/iran-konflikten-en-varningsklocka-for-ai-branschen
The incident that makes AI giants tremble
The Gulf states' billions have become a financial safety net for AI giants like Open AI, Anthropic, and Nvidia. Now the conflict in Iran is shaking the stability on which these investments rest. If the money freezes, the effects could be brutal.
On Sunday, an unusual update was posted by AWS, Amazon's cloud services. Typically, the "operational status" category is short, dry updates about when a company's services are temporarily not working properly.
This time it was something completely different.
An AWS data center in the United Arab Emirates was “hit by objects that struck the data center, creating sparks and fire.” The object in question was a drone from Iran .
An individual fire can be solved. But as a signal about the situation in the region – and its enormous investments in AI – many will be worried.
Now, one of the most stable financiers of the AI boom is suddenly trembling.
In the spring of 2025, Donald Trump and Saudi Crown Prince Mohammed bin Salman stood at the front of a large group photo . It was an investors' meeting in Riyadh where the United States and Saudi Arabia met to do business.
In the row behind Trump stood one of the main characters: Jensen Huang, CEO of Nvidia. He was responsible for one of the really big deals. In an initial shipment, 18,000 Nvidia chips were shipped to Saudi Arabia to start a new, huge data center. Hundreds of thousands of chips will be added over the next five years in a deal that is estimated to be worth over SEK 180 billion.
However, the region's ambitions in the AI area extend significantly further – and broader – than that.
Abu Dhabi fund MGX is a partner in Open AI, X AI and Anthropic. Together with Blackrock, they bought the American data center company, Aligned Data Centers, for around SEK 365 billion. MGX also has connections to European AI investments, where they are part of a consortium that will invest at least SEK 280 billion in building data centers in France.
Corresponding funds in Qatar and Saudi Arabia have also invested hundreds of billions of kronor in total in investments in both data centers and individual companies. Elon Musk's X AI announced that they received money from Saudi Arabia as recently as a couple of weeks ago. The list of all the commitments in the AI area could be made long.
Through investments, acquisitions and partnerships, the Gulf states have become the financial safety net for the global AI industry. The question many are probably asking now is how secure this safety net will be in the coming time. Can we trust that the promised money will show up? What does the willingness to invest look like going forward?
A large part of the amounts mentioned above have not yet been paid, but are declarations of intent and plans that extend over many years. This means that the risks are postponed to the future – which creates uncertainty.
Neither capital nor ambitions need to change to create chaos. A momentary doubt is enough to become a problem. Something as simple as project delays directly hits companies that may have become dependent on them.
Even worse, it could take a long time before things normalize. A prolonged conflict in the region could also naturally shift the focus from long-term AI investments to more pressing matters at a closer distance.
The dependence on Gulf money appears to be a major weakness for the tech industry. The many data centers to be built require billions and billions to get in place. If the financing of these is delayed – or in the worst case, canceled – a cascade of consequences could quickly occur.
Supply chains are breaking down, permits need to be re-applied for, liability issues need to be sorted out. There are many companies whose valuation – and promises to the market – depend on these projects. If funding falls through, many companies could end up in acute financial crisis. Protracted projects delay both the construction of data centers and the AI companies that want to buy their capacity. It could get very expensive, very quickly.
It started with a data center that may have been hit by a bomb. But it quickly became a wake-up call for the entire industry.
