FT：AI 算力已成战略基础设施，数据中心面临物理打击风险
FT: AI compute has become strategic infrastructure, and adversaries are now treating data centres like power plants and fuel depots.
FT 指出 AI 算力已成为战略基础设施，对手开始把数据中心当作电厂和燃料库对待，导弹防御与防爆建筑可能成为 AI 基础设施的常规预算项。文中举例称，伊朗的打击同时命中 AWS 多个可用区，导致巴林区域客户数据永久无法恢复，数据本地化并未提供保护；俄罗斯对 Yandex 的国家控制也未能阻止乌克兰无人机使存放该公司 3 台 AI 训练超算中 2 台的站点停摆，故障还波及跑在 Yandex Cloud 上的网约车、支付等业务。
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FT: AI compute has become strategic infrastructure, and adversaries are now treating data centres like power plants and fuel depots.
Missile defence and blast-proof construction could become standard line items in AI infrastructure.
Iranian strikes broke the core assumption of cloud resilience, because hitting several AWS availability zones at once left customer data in the Bahrain region permanently unrecoverable.
Data localisation offered no protection, since keeping data inside Bahrain meant it sat in exactly the buildings Iran destroyed.
Russia’s state control of Yandex did not stop Ukrainian drones from halting the site that houses 2 of the company’s 3 AI training supercomputers.
The outages spread beyond Yandex to ride-hailing, payments and other businesses running on Yandex Cloud, showing how a few concentrated sites can disrupt a national digital economy.