Recently, it has become increasingly noticeable that major tech companies in the United States are stepping up their actions in response to the worsening situation in Iran. I think it’s because it’s not just a matter of political concern—there’s a direct threat to their real business looming, and that’s why they’re so desperate.

Companies such as Amazon, NVIDIA, Apple, Microsoft, and Google are working with the White House and the Pentagon to seek support on the policy front. In other words, they want to minimize disruptions in the supply chain and the risk of asset losses. This move has grown to a scale that can’t be dismissed as mere lobbying.

In fact, in March last year, AWS’s data center in the UAE was attacked by drones, resulting in service disruptions. This was an event that sounded a warning across the entire tech industry. Iran’s Revolutionary Guard Corps has continued to issue threats toward U.S.-based tech companies, and the situation is getting even more tense.

Another important issue is the export restrictions on helium. Because it’s a substance essential for chip manufacturing, there’s a high likelihood of impacts that will directly affect AI-related applications and data center infrastructure. To deal with these layered risks, the industry is carrying out lobbying efforts on the whole and working in coordination with the U.S. government to push forward emergency measures.

In the short term, they’re pursuing a dual strategy to minimize chaos; in the long term, they’re aiming to stabilize the industry. It’s quite rare to see the tech industry move so closely with politics. It really drives home the point that this is an era in which geopolitical risks are directly tied to business.