Scrutica
Which Gulf data centers are within range, and how defended are they?
Threat scoring from published CSIS specs + empirical fleet-wide CEP from Oct 2024 satellite imagery (Eveleth/CNA Corp). AWS DCs struck March 2026 (Euronews).
What happens to global AI compute if TSMC goes offline?
4 disruption scenarios with distinct propagation signatures across 20,534 real licensed supply-chain edges. Substitution analysis quantifies the 85-95% capacity gap at alternative foundries. Advanced-node concentration enters at country level (Taiwan ~92% of leading-edge pure-play foundry, CSET 2021); no tier-1/2 company-level share or HHI publishes.
What co-located DC capacity goes dark if Saudi grid infrastructure is hit?
2019 Abqaiq attack: 0% intercept rate from undefended azimuth. Google Dammam shares Eastern Province grid with Abqaiq, Ras Tanura, Jubail petroleum facilities. Grid co-location is the threat model, not direct strike.
Seismic risk to Japanese memory + materials + equipment; supply-chain coupling to Korean fabs.
HBM market (Q3 2025): SK Hynix ~57%, Samsung ~22%, Micron ~21%. A Japanese seismic event removes direct memory + wafer + SME capacity AND propagates to Korean fabs through input dependencies (Shin-Etsu wafers, TEL coater/developers, JSR/Tokyo Ohka photoresist). Historical price spikes from 2011 Tohoku and 2016 Kumamoto quantify the magnitude.
Submarine cable chokepoints connecting Asia-Europe compute.
Cable-dependency-to-data-center mapping based on TeleGeography route data. 8 operational + 6 under-construction major cable systems (14 tracked); 5 historical incidents (Matsu 2023, Red Sea 2024, Baltic 2023, Taiwan 2006, Egypt 2008). Rerouting latency penalty modeling through alternative paths.