The Next AI Arms Race Is About Fortifying Data Centers
Forbes Daily Briefing
Forbes
4.4 • 18 Ratings
🗓️ 5 May 2026
⏱️ 6 minutes
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| 0:00.0 | Today, |
| 0:01.2 | Some follow the noise. |
| 0:03.0 | Bloomberg follows the money, |
| 0:04.8 | whether it's the funds fueling AI or crypto's trillion-dollar swings. |
| 0:08.9 | There's a money-side to every story. |
| 0:11.4 | Get the money-side of the story. |
| 0:13.5 | Subscribe now at Bloomberg.com. |
| 0:18.8 | Today on Forbes, the next AI arms race is about fortifying data centers. |
| 0:26.4 | The AI boom created a colossal market for compute, GPUs, networking gear, and the massive data centers that run at all. |
| 0:35.8 | It also bolstered a second, less celebrated market, protecting those facilities and the |
| 0:41.3 | crown jewel chips inside from threats. |
| 0:44.3 | On top of rising anti-data center sentiment stateside, the war in Iran has turned that problem |
| 0:50.3 | into a line item. |
| 0:52.3 | Matt McCran, former executive at drone defense company |
| 0:56.3 | Drone Shield, who has worked with data centers in the U.S. and Middle East, says, quote, |
| 1:02.0 | data centers are secondary targets right after obvious military sites. That shift matters because |
| 1:08.9 | the AI data centers being built these days aren't just expensive. |
| 1:12.6 | They're also possible strategic infrastructure during times of war. |
| 1:16.6 | Enemies don't need to hit a military site to degrade an opponent's capability. |
| 1:21.6 | They can hit compute that potentially underpins communications, logistics, payments, and even military planning. |
| 1:30.3 | Executives and data center security tell Forbes that reality is driving an increased appetite |
| 1:35.3 | for more hardened security, especially counter-drone capabilities, both in the Middle East and elsewhere. |
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