An Ignoble Experiment: The First AI War Just Started

It's not our place to tell you what to think about geopolitics or foreign policy. Our job is to help you understand how global events shape the markets, so you can make informed decisions that help you build your family's wealth.

But sometimes the world outside the charts gets too loud to ignore. That's the case right now with the Middle East conflict.

Since the war broke out, airspaces have closed… embassies have shuttered… and entire neighborhoods have been damaged by missile strikes. The death toll continues to rise. It's the sad reality we have to contend with when we analyze the markets.

But in all the turmoil, there's one news story that isn't getting enough attention.

Last week, Amazon Web Services (AWS) reported that several of its data centers in the UAE and Bahrain were damaged by Iranian drone strikes, causing fires and outages. These are the first known military strikes on a major American hyperscaler's infrastructure.

Hyperscalers are tech giants – like Amazon, Alphabet, Meta and Microsoft – that run massive global data center networks that power artificial intelligence (AI) applications and keep the internet running 24/7.

Some estimates forecast AI hyperscalers to spend up to $5 trillion over the coming years to build data centers and infrastructure. And they're projected to contribute more than $12 trillion to global GDP by 2030.

I don't think the market fully understands the implications of the strikes yet.

Markets are very good at pricing familiar news like interest rates or earnings reports.

They're much less comfortable pricing geopolitical shocks. That's why stocks are trading in a confused way, chopping sideways since the start of the war, and now starting to roll over.

Look, nobody knows how the Middle East conflict is going to play out. But here at the Daily, we always have a gameplan.

Editor Teeka Tiwari has been guiding readers through the good times and the bad since 2016. Before that, he navigated Wall Street clients through every global meltdown you can think of: from the '89 junk bond crash… to the 1990 Gulf War… the dot-com bubble… and the 2008 financial crisis.

Now, I don't have a four-decade track record like Teeka does. But I've been in these markets for nearly 15 years. I've helped our readers make money through the 2020 pandemic crash… the 2022 invasion of Ukraine… and the 2023 U.S. regional banking crisis.

And today, I'll show you how the AWS drone strikes will impact the markets we follow.

The First Strike in the AI War

For the first time, we're seeing a regional conflict directly affect AI infrastructure in a major way.

Last Monday, AWS said objects hit two of its data center facilities in the UAE and started a fire, forcing emergency responders to cut power. Another facility in Bahrain was damaged by a nearby strike.

If you've ever wondered how dependent the modern economy is on data centers, this is your answer. More than a million customers worldwide use AWS's cloud infrastructure. When power is cut and systems are disconnected, the effects snowball.

That's exactly what we're seeing now. Delivery and taxi platform Careem, payments companies Alaan and Hubpay, and enterprise software provider Snowflake were all hit with service disruptions.

It's a sobering reminder that you can't separate the digital world from the physical. And it's raising a lot of questions from media pundits about whether data centers should be defended as military assets.

That may sound extreme, but think about it this way. Data centers now power financial markets, communications networks, military logistics, and the AI systems governments are racing to develop.

In the 20th century, governments protected oil fields, ports, and electric power systems because those assets determined their nations' economic strength. In the 21st century, data centers are joining that list – and fast.

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Data Centers Are a New Strategic Asset

If you've been following the Digital Asset Daily, you know that discussion was already well underway even before the conflict started in the Middle East.

Since late last year, we've shown you how the U.S. government sees AI infrastructure – from energy plants to data centers – as a strategic asset in its race to maintain global technological supremacy.

President Trump spelled this out in a July 2025 action plan from the White House, where he called U.S. dominance in AI technology "a national security imperative."

That's why, as we showed you in January, the White House is working with Big Tech to ramp up energy production.

AI data centers consume 10x more power than traditional servers. While building a new data center can take 18-24 months, getting power from the grid might take 3-5 years.

That means the traditional utility model just can't keep up. And with the conflict in the Middle East, it's only going to come under more pressure.

Remember, Iran has effectively closed the Strait of Hormuz, one of the world's most critical energy chokepoints. Roughly 20% of global oil supply passes through that narrow waterway. And the disruption is sending shockwaves through the economy.

You've probably felt this at the pump if you've filled up your car's gas tank in the past few days.

Since the start of the war, the average price for a gallon of regular gasoline has jumped 50 cents, according to AAA. It's the largest increase since March 2022.

Look, when I said oil was going to hit $100 per barrel, I didn't think it would happen this fast. If you're a subscriber to Teeka's flagship newsletter, The Asymmetric Edge, you may remember that prediction from our January 1 monthly issue.

At the time, oil was trading at $57 per barrel. It's more than doubled since then – in just two months. The last time we saw a move of this magnitude was in 2022 when Russia invaded Ukraine. Before that, we'd have to go back to 1990, when Iraq invaded Kuwait, to find a similar spike in oil prices.

If the blockade in the Strait continues, global oil supply will get even tighter. And when a critical resource is scarce, the companies that supply that resource tend to soar.

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How to Protect Your Portfolio From the AI War

It's an idea that's paying off for our Asymmetric Edge subscribers.

In late December, we recommended a company that's set to dominate the growing demand for energy – and it's already up 48%. Over the same period, the S&P 500 is down 2.3%.

This company gets its edge from its speed: It can deploy enough power to run a data center in months, not years. That's why many of the biggest names in the AI data center buildout – like American Electric Power, CoreWeave, and Oracle – are partnering with it.

While everyone else focuses on flashy AI stocks, we believe the biggest winners will be "picks and shovels" companies like this one – companies that build the data centers, supply the energy, and operate the grid powering the AI boom.

Out of respect for our paying subscribers, I can't give away that company's name here.

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In that report, you'll also get two other stock recommendations set to explode higher. Based on our projections, these three companies have the potential to deliver gains of up to 1,833%. To put that in perspective, you'd need to hold the S&P 500 for nearly 30 years to see comparable returns.

Look, I know it's unpleasant. We're watching the intersection of war and digital infrastructure in real time, and it's ugly. The drone strikes on AWS's data centers highlight how fragile data systems can be.

But my job is to help you build and protect your wealth. And for the companies we recommend in our Asymmetric Edge portfolio, this news will act as rocket fuel as the U.S. races to build its own AI infrastructure at home.

Don't Watch the Future Happen. Own It!

Houston Molnar