At 3:47am on March 2, 2026, the fundamental rules of global infrastructure investment shifted. Kinetic strikes on three Amazon Web Services (AWS) data centres in the United Arab Emirates and Bahrain proved that the cloud is vulnerable to physical warfare.
For hyperscalers like Microsoft, Google and Amazon, which had committed tens of billions to Gulf digital infrastructure, the image of the Middle East as a stable haven evaporated in, pardon the pun, a cloud of drone-fired debris.
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