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Gulf TensionsSubsea Cables· 5 min read· in News & Politics

US Warns of Possible Strikes on Iran as Tehran Threatens Gulf Subsea Cables

Iranian military officials have threatened to sever subsea communications cables and strike AI data centers in the Persian Gulf if the U.S. and Israel renew attacks. In response, the U.S. has ordered diplomats out of Saudi Arabia amid warnings of imminent Iranian retaliation.

By Hailey Scott

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The physical infrastructure of the global internet relies on the assumption that the seabed remains a neutral zone—a condition that is now actively contested. Iranian military officials have explicitly threatened to sever subsea communications cables in the Persian Gulf if the United States and Israel launch renewed military strikes against Tehran.[1][2]

The warning marks an unprecedented expansion of potential targets in the ongoing conflict. Rather than focusing solely on traditional energy assets, Tehran is now threatening the digital corridors that carry international financial data and cloud services.[3]

In response to the escalating rhetoric in late October 2026, U.S. officials have warned that strikes on Iranian soil remain a distinct possibility. The U.S. government has already ordered diplomats and federal employees to leave Saudi Arabia, drawing down staff at other regional missions as intelligence indicates Iran is in the advanced stages of planning attacks against Americans.[5]

"If they want to damage our infrastructure, it is natural that the Islamic Republic will use all its power," said Yadollah Javani, the deputy head of political affairs for Iran's Islamic Revolutionary Guard Corps. "Seven important cables that pass under the waters of the Strait of Hormuz will be easily destroyed."[3]

The threats extend beyond the seabed. Mohsen Rezaei, the secretary of Iran's supreme national security council, stated that Tehran would also strike oil facilities, data centers, and artificial intelligence infrastructure across as many as seven Gulf countries if a joint U.S.-Israeli assault proceeds.[1]

Iranian leadership views the warnings as a necessary deterrent against a third war in two years. Mohammed Mokhber, an adviser to Iran's Supreme Leader, dismissed the U.S. and Israeli military posturing as "psychological warfare" and an act of desperation, even as both sides prepare for potential escalation.[4]

Gulf states have invested billions in AI and cloud computing infrastructure, which Tehran has now explicitly named as potential military targets.

Vulnerability of Digital Corridors

The strategic focus on subsea cables highlights a critical vulnerability for Gulf states that have invested heavily in cloud computing and AI hubs. While less than one percent of global internet bandwidth passes through the Strait of Hormuz, regional connectivity and local economies would face severe disruptions if the cables were severed.[2][3]

Telecommunications data indicates that five active submarine cable segments pass through the Strait of Hormuz. These lines primarily serve countries in the Persian Gulf, meaning an attack would pose a direct threat to regional connectivity rather than triggering a global internet shutdown.[2]

Despite the localized impact on global bandwidth, the destruction of these cables would paralyze electronic clearing systems and digital command-and-control centers operated by state-owned energy conglomerates. Gulf governments have spent billions of dollars building massive data centers over the past three years, infrastructure that now sits in the crosshairs.[1]

Repairing damaged cables would prove exceptionally difficult in waters affected by active military operations. Specialized repair vessels would face severe security risks and restrictions on movement, potentially prolonging internet outages and communication disruptions for months.[2]

Escalating Military Posture

As diplomatic negotiations remain deadlocked, the U.S. military continues to map Iranian missile sites and energy installations for potential strikes. Defense officials have briefed about a potential new military campaign that would target missile sites, oil installations, and nuclear sites if deterrence fails.[1]

The saber-rattling by both sides has coincided with extended joint-training maneuvers by the United States and Israel. Dozens of Israeli planes flew close to the Iranian border in late October, signaling readiness for a coordinated assault following the U.S. midterm elections.[1]

U.S. and Israeli forces have conducted extended joint-training maneuvers, signaling readiness for a coordinated assault.

Meanwhile, Iran has reinforced defenses around its nuclear sites and other sensitive facilities. The Islamic Revolutionary Guard Corps claimed that three ships had already been struck by naval mines in the Strait of Hormuz, though independent verification remains elusive.[1]

The maritime disruptions have already impacted global markets. Brent crude oil recently traded at $113.40 a barrel, a significant high propelled by reports of the imminent renewed joint Israeli-U.S. assault on Iran and the resulting threats to Gulf energy infrastructure.[1]

Diplomatic Drawdown and Evacuations

The deteriorating security environment has prompted immediate diplomatic consequences. The U.S. State Department's decision to evacuate personnel from Saudi Arabia underscores the perceived imminence of Iranian retaliation against American interests in the region.[5]

U.S. intelligence officials assess that Iran is not merely posturing but is in the advanced stages of operational planning. The withdrawal of federal employees from regional missions reflects a calculation that Gulf states hosting U.S. forces could face direct kinetic strikes.[5]

Iranian officials have framed their threats as a defensive measure against aggression. Mehdi Mohammadi, an adviser to Iran's parliament speaker, stated that the next conflict is viewed as an existential threat, declaring that Tehran's strategy now operates with "zero red lines."[1]

The inclusion of artificial intelligence facilities as military targets marks a significant shift in modern warfare doctrine. By threatening the economic architecture that enables regional development, Tehran aims to pressure Gulf states into constraining U.S. military operations.[1]

Illustration: Repairing damaged subsea cables would prove exceptionally difficult in waters affected by active military operations.

The Closing Window for Diplomacy

With both sides entrenched in their positions, the window for de-escalation appears to be closing rapidly. The transformation of the seabed and digital infrastructure into active battlefronts ensures that any renewed conflict will carry unprecedented economic and technological consequences.[1][3]

The threat to subsea cables also complicates the strategic calculus for international technology companies operating in the region. Major cloud providers maintaining large language model training operations in the United Arab Emirates and Qatar now face the prospect of physical destruction of their hardware.[1]

U.S. officials have not publicly detailed how they would protect the undersea infrastructure if hostilities commence. However, the explicit Iranian warnings suggest that any U.S. strike would trigger an immediate asymmetric response aimed at maximizing economic pain for Washington's regional allies.[3][5]

As the standoff continues, the focus remains on whether the threat to digital and energy lifelines will successfully deter a U.S.-Israeli offensive. Until the diplomatic deadlock breaks, the Persian Gulf remains poised on the edge of a conflict that would redefine the boundaries of infrastructural warfare.[1][4]

Key points

  1. Iranian officials threatened to destroy seven major subsea internet cables in the Strait of Hormuz if attacked.
  2. The U.S. ordered diplomats to leave Saudi Arabia due to intelligence showing Iran is planning imminent attacks.
  3. Tehran expanded its list of potential targets to include artificial intelligence facilities and data centers across the Gulf.
  4. Brent crude oil prices surged to $113.40 a barrel amid reports of a potential joint U.S.-Israeli military campaign.

Unanswered questions

  • Whether the United States and Israel have finalized a timeline for potential strikes following the U.S. midterm elections.
  • How international technology companies plan to protect or reroute data if Gulf AI infrastructure is physically targeted.
  • The exact extent of the damage to commercial vessels recently struck by naval mines in the Strait of Hormuz.

How we got here

  1. Mid-Oct 2026

    U.S. and Israeli forces conduct extended joint-training maneuvers and map Iranian military infrastructure for potential strikes.

  2. Oct 22, 2026

    Iranian officials publicly threaten to strike oil facilities, subsea cables, and AI data centers across seven Gulf countries.

  3. Oct 23, 2026

    The U.S. government orders diplomats and federal employees to evacuate Saudi Arabia amid warnings of imminent Iranian attacks.

Iranian Security Establishment 35%U.S. Administration 35%International Observers 30%
Iranian Security Establishment
Views the threats to digital and energy infrastructure as a necessary deterrent against an existential military threat.
U.S. Administration
Perceives Iran's advanced operational planning as an imminent threat requiring defensive evacuations and potential preemptive strikes.
International Observers
Analyzes the strategic implications of targeting global digital infrastructure and the resulting economic fallout.

Perspectives this story doesn't cover

  • International technology companies operating Gulf data centers
  • Commercial shipping operators in the Strait of Hormuz

Sources

Source coverage

5 outlets

3 viewpoints surfaced

Iranian Security Establishment 35%U.S. Administration 35%International Observers 30%
  1. [1]The GuardianInternational Observers

    Iran threatens to strike oil and AI facilities across Gulf if US and Israel renew attacks

    Read on The Guardian →
  2. [2]DawnIranian Security Establishment

    IRGC deputy chief warns undersea Internet cables could be targeted in retaliation for attacks on Iran

    Read on Dawn →
  3. [3]Al MayadeenIranian Security Establishment

    IRGC's Yadollah Javani warns Hormuz undersea cables won't be safe if Iran's infrastructure is attacked

    Read on Al Mayadeen →
  4. [4]Middle East EyeIranian Security Establishment

    Trump, Netanyahu threats betray 'desperation', aide to Iran's supreme leader says

    Read on Middle East Eye →
  5. [5]The New York TimesU.S. Administration

    Iran in 'Advanced Stages' of Planning Attacks Against Americans, Officials Say

    Read on The New York Times →
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