Tags: geopolitical risk

The Islamic Revolutionary Guard Corps released a video on April 3 warning it would target OpenAI’s planned Abu Dhabi data center if the United States proceeds with threats to strike Iranian power plants. The clip, posted to a state‑backed Iranian news outlet’s X account, threatened “complete and utter annihilation” of U.S.-linked energy and technology firms in the region and displayed satellite imagery of the $30 billion Stargate facility. OpenAI has not commented, and the warning comes as President Donald Trump escalated rhetoric against Tehran. Lire la suite

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Lire la suite