War in the Gulf could tilt the cloud race toward China

China Outside China

Strikes on U.S. data centers highlight the risks of concentration and the growing role of geopolitics in cloud competition.

The U.S.-Israel war on Iran may be creating a narrow opening for Chinese tech companies in the Gulf.

On March 16, China’s HuaweiiHuaweiHuawei is a Chinese technology company focused on mobile phones and telecommunications, and is seen as a poster child for China’s global tech ambitions.READ MORE Cloud posted a message on X highlighting a warning against relying on a single cloud provider. “Single-region dependency is a thing of the past,” Huawei Cloud, one of China’s leading cloud operators in the Gulf, posted on its official regional account on X in March. “With uncertainties all around, multi-cloud is no longer optional — it’s essential.”

Huawei did not explicitly mention the war, but it has continued to amplify this message as tensions between the U.S. and Iran have escalated since early March.