cloud providers

Iranian drones struck AWS data centers in UAE and Bahrain on March 1, marking first military attack on hyperscaler. While $1B loss is manageable, incident shifts AI infrastructure investment toward Northern Europe, India, and Southeast Asia due to geopolitical risk concerns.

Cisco reports 10% revenue growth driven by AI infrastructure demand, raising full-year guidance. However, rising component costs pressure margins despite strong $2.1B in AI orders.