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Data Centers as Strategic Targets: National Security in the Age of AI Infrastructure
Resilience Phil Zalewski 4/7/26 Resilience Phil Zalewski 4/7/26

Data Centers as Strategic Targets: National Security in the Age of AI Infrastructure

For most of modern history, warfare has centered on physical terrain—land, sea lanes, airspace, and the infrastructure that supports them. But in the age of artificial intelligence, a new kind of terrain is emerging. It is quieter, less visible, and increasingly decisive:

Data centers.

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Three things in this issue feel especially consequential.

First, the market is shifting from generic “modernization” language to concrete AI-ready infrastructure decisions. Second, power financing and grid access are moving from utility-side concerns into mainstream procurement and siting strategy. Third, the strongest opportunities are increasingly found at the intersection of cyber, cloud, and physical infrastructure—not in any one category alone.

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