Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
European Tech Sovereignty
10JUN

Three internet tiers, one negotiating line

3 min read
10:31UTC

Euronews documented Iran's wartime internet on 20 May as a three-tier system: free for senior officials, 40,000 tomans per GB for licensed professionals, 500,000 tomans for the public.

TechnologyDeveloping
Key takeaway

The three-tier internet is the structural reason Iran's negotiating posture and its domestic mood run on different information.

Euronews documented Iran's wartime internet on Wednesday 20 May as a three-tier system 1. The top tier, branded 'White Internet', is reserved for senior officials and select journalists at no charge with full unfiltered access. 'Internet Pro' is sold to licensed professionals, doctors, lawyers, academics and businesses, at 40,000 tomans per gigabyte (roughly €0.20), with curated access to about ten international platforms. The general public pays commercial VPN providers around 500,000 tomans per gigabyte (roughly €2.50), 12.5 times the professional rate, for unreliable connections.

Cumulative economic cost of the wartime internet restriction has exceeded $1 billion by Day 82, Euronews reported, building on the early-blackout daily run-rate of $30-35 million Iran's central bank acknowledged in March. The internet blackout cleared the 2,000-hour cumulative milestone on or around 19 May, on the trajectory previously documented in The National's NetBlocks-based reporting .

An Iranian doctor pays €0.20 per gigabyte on Internet Pro to look up a clinical paper; the unemployed school-leaver across the street pays €2.50 on a commercial VPN to read the same article. ATM networks and hospital systems route through a 1 per cent loyalist tier that doubles as IRGC command-and-control infrastructure. The architecture creates three audiences for any settlement Tehran might sign: an official cadre with global information access; a licensed professional class with curated access; and 88 million citizens whose information set is whatever survives the VPN throttling.

The gap matters because Tehran's negotiating posture, routed through Esmaeil Baghaei's 20 May press briefings and Pakistan's mediating channel, invokes the population as the constituency for any settlement. Baghaei's 20 May 'corrective points' briefing is unreadable to the 88 million Iranians the briefing is meant to represent. Mohammad Bagher Ghalibaf declared on 17 May that Iran's '70-day resistance' had accelerated a 'transformation unseen in a century', a domestic-mobilisation message audible to the cadre that does not pay 500,000 tomans per gigabyte to hear it. The three tiers preserve the regime's external coherence at the cost of the domestic legibility a settlement would eventually require.

Deep Analysis

In plain English

Iran has not simply switched off the internet during the war. It has created three different levels of access, depending on who you are. Senior officials and approved journalists get the full, unfiltered internet for free. Doctors, lawyers, and approved businesses can buy access to a limited set of international platforms at €0.20 per gigabyte. For everyone else, the only option is a virtual private network service that costs 12.5 times more. The practical result is that Iran's foreign ministry officials are negotiating with Washington and giving press briefings using a completely unrestricted internet connection. Meanwhile, most Iranian people cannot access news websites to read about those same negotiations. This creates a stark information gap inside the country: the government speaks to the world on a clean line, while the population it claims to represent cannot see what is being decided on their behalf.

Deep Analysis
Root Causes

Iran's tiered internet architecture emerged from institutional lessons drawn from the November 2019 Mahsa Amini-era protests, when a blanket shutdown costing an estimated $1.5 billion in three days failed to prevent protest coordination while generating significant international condemnation.

The 2026 tiered model explicitly preserves economic productivity for licensed professionals while eliminating mass coordination capacity a more surgical application of connectivity restriction than 2019's blunt instrument.

The structural enabler is Iran's National Information Network (NIN), a domestic intranet built over a decade specifically to allow government-controlled connectivity independent of the international internet. The tiered system routes 'White Internet' traffic through NIN's direct international pipes while funnelling professional and public access through increasingly constrained gateways.

What could happen next?
  • Meaning

    The tiered architecture creates a structural information asymmetry: Iran's negotiators operate with full global information access while the domestic population whose legitimacy they invoke cannot access international reporting on the negotiations.

    Immediate · Assessed
  • Consequence

    The cumulative $1 billion economic cost, compounding with Hormuz revenue losses and sanctions pressure, narrows Iran's fiscal space for sustaining the war and could force earlier negotiating concessions than the public posture suggests.

    Medium term · Reported
  • Risk

    The tiered system's architecture, once operational at this scale, will be harder to dismantle post-war than a simple blanket shutdown; it represents a permanent infrastructure for state-tiered information control that outlasts the immediate conflict.

    Long term · Reported
First Reported In

Update #104 · Three days to Hengli

Euronews· 21 May 2026
Read original
Different Perspectives
European cloud and open-source industry
European cloud and open-source industry
European cloud providers gain a binding procurement mandate from CADA, confirmed by Gartner's $12.6bn sovereign-cloud figure for 2026. The $40bn Pax Silica commitment signals Brussels will not extend sovereignty discipline to the silicon layer, and the missing €350m Sovereign Tech Fund leaves open-source maintenance infrastructure unfunded beneath those same clouds.
United Kingdom
United Kingdom
Science Secretary Kendall's £1.1bn Hardware Plan on 8 June chose demand-side instruments, advancing £150m to British chip startups via the British Business Bank, where Brussels chose supply-side alliance membership. Britain joined Pax Silica before the EU and has no collective EU procurement leverage; the Hardware Plan is the bilateral answer to the same silicon gap.
United States
United States
Pax Silica, a State Department initiative launched in December 2025, secured EU membership the same afternoon Brussels adopted its cloud sovereignty law. Ambassador Puzder had named CADA a red line against the EU-US trade framework; the narrowed CADA scope and the $40bn chip commitment together represent the settlement Washington sought.
France
France
France was the only EU state to oppose Pax Silica accession at COREPER on 3 June, asking the Commission to clarify the Council's steering role inside the alliance. Paris backed CADA and hosts Mistral AI; a $40bn US-chip commitment contractually narrows the commercial space for the sovereign AI model that France is trying to scale.
European Commission
European Commission
Von der Leyen framed CADA on 3 June as keeping 'most of our market open to like-minded partners', and the Commission's EVP Virkkunen simultaneously required majority-European ownership for the €4.12bn AI Gigafactories call. Brussels is managing rather than resolving the silicon dependency by asserting regulatory control at the cloud layer while formalising the chip relationship through Pax Silica.
European Central Bank
European Central Bank
The ECB's digital euro pilot drew more than 50 PSP applications and is naming 10 to 30 participants in July, advancing on its own monetary mandate without requiring a Commission act. Its trajectory this week is the inverse of CAIDA's: the sovereignty instrument that restricts no US firm is the only one keeping its published calendar.