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From Supply-Chain Risk to Active Threat: AI Infrastructure's New Vulnerability Map

AI infrastructure — data centres, chip supply, and cloud fabric — is increasingly exposed not just to regulatory and energy constraints but to physical, legal, and geopolitical threats that conventional due-diligence frameworks were not designed to assess.

4 signals tracked

  1. Iran targets Stargate UAE; courts freeze Anthropic's federal deployments

  2. Iran threatens named data center as adversaries map concentrated compute assets

  3. State actors now explicitly threaten physical attacks on AI facilities

  4. Physical Security Becomes Binding Constraint on AI Infrastructure Geography