Industrial Strength

Iran War Worries Hit Just About Everything but Data Centers

Manufacturers are scrambling to pass on higher costs from the Iran war to customers, raising concerns about a demand recovery
Gas turbines made by GE Vernova, at the on-site natural gas plant under construction to support the Stargate AI data center in Texas.Photographer: Kyle Grillot/Bloomberg
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Concerns about the knock-on effects from the war in Iran have put much of the industrial sector in a holding pattern — except when it comes to data centers.