Skip to content
Welcome, thoughtbot's Giant Robots listeners!Start here
AI: Jobs, Power & Money
22OCT

Iran's Rezaei names UAE tech as targets

2 min read
16:14UTC

Mohsen Rezaei, a former IRGC commander, said US-linked technology assets in the UAE could become targets if war resumes; an IRGC spokesman pointed to the cables under Hormuz.

EconomicDeveloping
Key takeaway

Iranian officials now name subsea cables under Hormuz alongside Gulf data-centre campuses as possible targets.

Mohsen Rezaei, a senior Iranian security official and former commander of the Islamic Revolutionary Guard Corps (IRGC), told Press TV on 19 October that US-linked technology infrastructure in the region could become a target if war resumes, Arab Times reported⁠1. He named the United Arab Emirates (UAE) and assets "around the strait of Hormuz", and valued them at more than US$2 trillion without giving a breakdown.

In remarks carried on 20 October, IRGC spokesman Hossein Mohebbi said seven major data cables run beneath the Strait of Hormuz and warned that new targets would be unveiled⁠2.

The IRGC had already named Stargate UAE, the OpenAI-backed AI campus in Abu Dhabi, in a targeting video in April. Rezaei's list goes wider than that single campus, and Mohebbi's remarks add the seabed links that carry Gulf data traffic. For Gulf operators, Iranian officials now name subsea cables as well as data-centre campuses.

Deep Analysis

In plain English

the strait of Hormuz is a narrow stretch of sea between Iran and the Gulf states. Oil tankers pass through it, and so do undersea cables that carry internet traffic. Mohsen Rezaei is a senior Iranian security official and a former commander of Iran's Revolutionary Guards, its elite military force. He said that if war with the United States starts again, American-linked technology in the region, especially in the United Arab Emirates, could be attacked. A spokesman for the Revolutionary Guards added that seven major data cables run under the strait. Data centres are buildings full of computers that need those cables to reach the outside world.

Deep Analysis
Root Causes

US AI investment in the Gulf, of which Stargate UAE is the largest named example, places US-linked computing on territory within Iran's reach. That makes Gulf data centres a way to threaten US interests without striking US soil.

Geography concentrates the risk. the strait of Hormuz is narrow and borders Iran, and the IRGC spokesman counts seven major data cables beneath it, so a few routes carry much of the traffic between the Gulf states and the wider internet.

Escalation

Rhetorical scope widened between April and October: from one named campus to a named country, a dollar value and a cable count. Every statement is conditioned on war resuming, and none names a specific data centre.

What could happen next?
  • Risk

    Operators may weigh war risk more heavily when siting capacity in the UAE or on Hormuz cable routes.

  • Meaning

    Iranian officials now name data centres and subsea cables together when describing possible targets.

First Reported In

Update #17 · Stalled power line cuts A$140m from NEXTDC guidance

Arab Times· 22 Oct 2026
Read original →
Causes and effects
This Event
Iran's Rezaei names UAE tech as targets
Iranian officials have widened their stated threat from named AI campuses to the region's wider technology infrastructure and the subsea cables beneath the Strait of Hormuz.
Different Perspectives
TSMC
TSMC
The chipmaker raised its 2026 revenue growth forecast to about 44% on 15 October while holding capital spending at $60-64bn. High-performance computing, mostly AI data-centre chips, made up 68% of quarterly revenue, so demand for the hardware behind automation is still rising.
South Korean government
South Korean government
Its statistics office published the first youth figures on the 15-to-34 band set by a revised law, showing a fall of 98,000 against 147,000 on the old band. Including people in their early thirties, whose employment rose, makes the official youth decline look gentler.
Office for National Statistics
Office for National Statistics
The ONS put UK vacancies at 691,000 for July to September and professional, scientific and technical vacancies 11.6% lower on the year. In September it had shown the same sector still adding jobs, so the fall appears in adverts before it reaches headcount.
Chinese government
Chinese government
Officials told a State Council Information Office briefing on 10 October that 10.52 million new urban jobs had been created by September, 87.7% of the annual target. Official figures show investment falling overall but rising in networks, data services and robot output, with urban unemployment at 5.2%.
Tharman Shanmugaratnam
Tharman Shanmugaratnam
Singapore's President, co-chair of the World Bank Jobs Council, urged governments at the Bangkok meetings to make crisis-era youth employment support a standing policy tool. That treats young workers' AI exposure as a lasting budget line rather than a shock to ride out.
Srini Pallia, Wipro
Srini Pallia, Wipro
Wipro's chief executive called AI a long-term growth driver as the company cut 6,716 staff on flat revenue. HCLTech and TCS added staff in the same quarter, so Wipro's cut sits beside its own weak revenue rather than an industry-wide fall.

Written with AI from Lowdown's published reporting. Not individually reviewed by an editor. Editorial standards.