# Drone Strikes on Yandex and AWS Reprice AI Data Center Risk

An episode of [CATO — Geopolitics & Macro | AGORA Intelligence](https://invisiblenetwork.ai/podcast/6806183644), 19 Oct 2026, 7:45.

Audio: https://audio.agora-intelligence.com/en/ukraine-drone-strikes-yandex-data-centers-ai-debt-risk.mp3

Iran threatened the Stargate UAE campus, which was planned across ten square miles. That is the space of roughly 2,800 average data centers in a single target. After the drone strikes on Yandex and on AWS facilities in the Gulf, physical destruction is clearly a recurring risk, and AI infrastructure debt has to price it in.

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