As I wrote in Part One of this two-part analysis of the current war in Iran, the growth of the "AI economy" plays a vital part in this clash of civilizations and the battle over Iran's valuable natural resources. These natural resources are a huge prize for the victor(s) of this warfare. As we move forward in history, new battle lines are being drawn in the global economy.
I would wager that to most citizens of the world, this war is measured in terms of the following goals: 1) the hope for regime change in Iran (yet to be determined); 2) the termination of Iran's buildup of missile and nuclear weapons programs; and 3) destroying Iran's connections to their proxies in the region, i.e. Hamas and Hezbollah; and the Shiites, their religious partners [within Iran] who carry out the coercive commands of their Shiite clerics.
Those are certainly consequential arguments for the war, but there is another objective that is becoming increasingly important to the global economies... the exponential growth of artificial intelligence. The average, every-day user of the internet has no idea how much energy that data centers require. In fact, I doubt many can even define what a data center is. So, in order to comprehend why they are an important factor in the war with Iran, let's start with this fact ... A data center is a facility "composed of networked computers, storage systems and computing infrastructure that organizations and businesses use to assemble, process, store and disseminate large amounts of data." It is the heart of data storage.
As of early 2026, there are approximately 5,427 data centers in the US. Due to the immense demand of needed storage space by online companies like Amazon, Microsoft, Google, and Meta, these companies are rapidly building data centers to serve the AI escalation in the world. In addition, the tech competition between the United States and China is intensifying, and the need to secure reliable and abundant energy resources is just as important as securing our trade routes (think Strait of Hormuz) or maintaining our military partnerships.
This challenge becomes crystal clear when you take into account that North America data center capacity reached a record 8,155 megawatts in early 2025 -- an increase of more than 43% compared to the previous year. A standard AI-focused hyperscale data center can consume as much electricity annually as 100,000 households in America. The next generation of facilities that are under construction today are speculated to consume 20 times that amount! By 2030 that figure is projected to increase more than 130% -- that's less than 4 years from now!
So how do those facts translate to this conflict in Iran, and how does it all affect the U.S. economy? We (in the U.S.) are already stretching the limits our existing electrical grids can sustain. With the forecast expansion of AI and its associated energy needs, we must answer the question of how and where we can support that technological boom. India is a possibility, but there seems to be some doubt about how quickly their infrastructure can accommodate the needs. So, that turns our attention to the Gulf States (Saudia Arabia, United Arab Emirates, and Iran). They possess the critical energy resources (oil, water, the land, and natural gas) that are readily available to underpin the energy consumption in the next generation of global AI data centers.
And I said GLOBAL data centers, because as we all know, the competition between the U.S. and China for superiority in the global economy (including the data centers) is dependent on the ability to feed AI (and its massive energy needs). It should be obvious to everyone that the race is on to see which country can secure Iran's significant oil and natural gas reserves that could potentially support the needed energy for AI and data centers. So that's where the real reason (and consequence) of this conflict becomes clear. The last 9 presidents (from Joe Biden all the way back to Jimmy Carter) have chosen to avoid war with Iran by letting them continue with their secret and stealthy development of nuclear capacities -- until it has become clear that whoever wins the race to Iran's energy resources will be the first to "claim" AI and reign as #1 in the global economy.
Now comes the biggest obstacle for the U.S. to claim that spot ... It's no secret that China backs Iran. Our hope to secure those resources will be determined by destroying the nuclear sites in Iran that can destroy the data infrastructure that is being built. These data centers are sensitive technological systems. A single strike by Iran can destroy delicate hardware, disrupt network architecture, and cause cascading failures across entire digital ecosystems. When an Amazon Web Services (AWS) facility in the United Arab Emirates was struck, it affected banking networks, payment systems, and an array of digital services across the globe. Nations increasingly share a common dependence on uninterrupted energy flows, stable shipping corridors, and reliable, universal supply chains. And now Iran stands as the biggest spoiler to the U.S. strategy to "own" the AI sector in the global economy.
Yes, the security of Israel and the Middle East is also a factor in taking this wartime plan of action. But it's also about protecting and establishing a rapidly emerging technological system that produces both economic and national security for our nation. This battle is crucial and hugely consequential. I advise us all to seek the Lord for His will in this time of history. AI will eventually impact us all as it is integrated into every aspect of our digital lives. It is reshaping the world, and it is apparent that it is becoming a convenient tool to lead us down the tempting and deceptive path to the Beast System. Please pray for divine wisdom and discernment! The Lord will hear your prayers! Trust Him in all His ways!
My knowledge of Artificial Intelligence, its infrastructure and energy needs is dependent on the knowledge of those in the field who have the ability to write informed and insightful articles. I am thankful to Vikrant Bahadur Singh and his article for the information that informed this post.
Psalm 33. The LORD looks down from heaven; He sees all the children of man; from where He sits enthroned He looks out on all the inhabitants of the earth, He who fashions the hearts of them all and observes all their deeds.









