CNBC: Escalating Iran conflict impacts operations of U.S. tech companies

According to CNBC, the escalation of conflict in Iran has prompted U.S. technology companies to intensify lobbying efforts to address risks related to asset security, supply chain disruptions, and infrastructure damage in the Middle East. Sources revealed that companies are in communication with officials from the White House and the Pentagon, pushing for policy support and developing contingency plans. In March this year, an Amazon Web Services data center in the UAE was attacked by drones, and in April, Iran’s Revolutionary Guard threatened to target companies such as NVIDIA, Apple, Microsoft, and Google. Restrictions on helium exports may impact AI and data center construction. The U.S. government stated it is working closely with the industry to mitigate the impact. Analysts noted that the core concerns of technology companies have shifted to asset security and operational stability.