Iran threatens ‘Stargate’ AI data centers

This should terrify the AI industry but won't. Stargate's a massive data center sprawl built for US-scale compute. Iran just explicitly threatened to strike it as part of an escalating war. That's infrastructure risk that's completely orthogonal to your fine-tuning strategy but affects everything.

If there's a kinetic strike on Stargate, the US AI industry loses 10-20% of compute capacity overnight. That's a supply shock nobody talks about. But it won't change how anyone builds because admitting geopolitical risk is real and uninsurable doesn't sell funding rounds. (Iran's been threatening a lot — follow-through is low, but the precedent is getting set.)