Oil is at $100, the Strait of Hormuz is closed, and data centre investment decisions are pausing. The Gulf's AI bet faces its first real stress test.

Attacks on data centers in the Middle East and persistently high energy prices have altered the calculus for operators of the facilities, analysts say.

Oil is at $100, the Strait of Hormuz is closed, and data centre investment decisions are pausing. The Gulf's AI bet faces its first real stress test.