• Iran's drone strikes damaged Amazon Web Services data centers in the Middle East.
• The US is considering building frontier AI data centers overseas.
• Overseas infrastructure introduces strategic risks, including intellectual property theft and sabotage.
• The US must balance domestic and overseas infrastructure development.

The expansion of AI infrastructure overseas may indicate a shift in the global balance of technological power, which could suggest increased strategic risks for the US. The concentration of high-value assets in single facilities may make them attractive targets for adversaries, which could potentially undermine US technological advantage and accelerate rivals' capabilities.