Cypher Capital: Iran war has shown that ‘data centres are geopolitical assets’
The narrative that’s driving investment in AI-related infra has not changed, but the conflict in the Middle East will have an impact in the short to medium term, Cypher Capital founder Bijan Alizadeh argues.
The narrative linking data centers to geopolitical assets is a powerful framing device that shifts the focus from technological investment to strategic risk. This framing utilizes the observable reality of geopolitical conflict to justify the high-stakes nature of AI infrastructure investment. The implication is that infrastructure is not merely a physical commodity but a strategic, contested resource, directly tying global conflict to economic positioning. This perspective sets up an implicit c...