Iran hitting data centers 'shook the market to the core': Tanto

• The Middle East conflict highlights the importance of resilience in data centers and accelerates the adoption of technologies like AI.
• Nuclear energy, particularly Small Modular Reactors (SMRs), is becoming more crucial for meeting the energy demands of hyper-scalers and ensuring energy mix stability.
• The conflict could push the global geopolitical landscape into a 'medium-term reality' where the 'new normal' is significantly different from the past.
• Long-term investment strategies should focus on asset classes that demonstrate resilience regardless of geopolitical shifts, with the US-China dynamic remaining a key long-term factor.

The discussion focuses on the geopolitical impact of the Middle East conflict on global markets, particularly its acceleration of trends in data centers, AI, and energy mix. The speakers emphasize the importance of resilience in infrastructure and the growing role of nuclear energy, while also touching on the broader US-China dynamic and the shift to a 'new normal' in global affairs.