Iran has escalated its warnings against American technology companies in the Middle East, threatening regional facilities tied to firms including Microsoft, Google, Apple and Oracle, as fallout spreads from a broader regional conflict. Reuters reported that Iran’s Revolutionary Guards threatened U.S. businesses in the region this week, while The Wall Street Journal said the group named a broad list of Western companies and warned employees to leave regional offices. 

The threat carries more weight because at least one major U.S. cloud operator has already been affected. Reuters reported on April 1, citing the Financial Times and a person familiar with the matter, that Amazon’s cloud computing operation in Bahrain was damaged after an Iranian strike. In earlier reporting, Reuters said drone strikes had damaged Amazon Web Services data centers in both the United Arab Emirates and Bahrain, disrupting cloud services and underscoring the risks facing tech infrastructure in the region. 

The latest warnings mark a sharp broadening of the conflict’s impact on the technology sector, especially as global cloud and AI infrastructure increasingly depends on Gulf-based capacity. Reuters has separately reported that rising instability in the Middle East is already testing Big Tech’s 2026 AI spending plans, with companies such as Amazon, Microsoft, Alphabet and Meta exposed to higher energy and infrastructure risk. The Associated Press also reported that U.S. tech firms operating in the region are now facing direct threats as the war widens.