Inputs to 2026-08
Scenarios
Five stress cases over the AI-compute supply chain.
Five stress cases over the AI-compute supply chain.
A disruption to electricity infrastructure could affect both Saudi data centres and petroleum facilities. This assessment assigns 2 data centre–petroleum pairs to a named shared substation (some connections are inferred from corridor proximity) and 6 more to the same regional grid zone. A further 4 pairs are within 200 km and in different zones. Establishing a common point of power failure would require the sites’ actual supply and backup arrangements.
Aramco reported that the September 2019 Abqaiq–Khurais attack initially suspended 5.7 million barrels per day of production; partial restoration was reported three days later. The compute scenario adds an assumed interruption to shared electricity infrastructure. 2 data centre–petroleum pairs are assigned to a named substation and 6 more to a grid zone; 4 pairs fall within the 200 km screen across different zones.
Every DC–petroleum pair inside the screening radius, grouped by what backs it: a named shared substation, a shared grid zone, or proximity across different zones. Proximity makes no coupling claim.
Regional grid assignments, named substations and the facilities associated with each entry; some connections are inferred.
Dated accounts of attacks on petroleum facilities, with sources for the reported damage and recovery.
Assumed disruptions and outage durations, the facilities selected for each case, and the historical events cited as context.
How the distance screen and electricity assignments select pairs, and the evidence needed to assess an outage.
This link opens a supply-chain disruption at Alphabet with severity 0.9 and decay 0.85. The result follows the recorded supplier–customer connections downstream of Alphabet. It does not reproduce the selected Saudi electricity scenario: substation connections, power restoration and data-centre backup supplies are outside that graph.