Iran’s Supreme National Security Council secretary Mohsen Rezaei warned on October 11 that undersea cables, data centers, and AI facilities around the Strait of Hormuz and UAE would enter Iran’s target set if fighting with the United States resumes, describing them as high-value U.S.-linked assets not yet included in current plans. Hardline outlets linked to the IRGC quickly amplified the remarks, floating transit fees or limited disruption as leverage while citing Iran’s naval capabilities in the shallow Gulf waters. The statements occur amid stalled ceasefire and Hormuz shipping talks, Houthi territorial gains near Red Sea cable routes, and prior unconfirmed cable cuts in the region. Traders have assigned low implied probabilities to actual Iranian or proxy damage by late 2026, viewing the threats primarily as deterrent signaling rather than imminent operational intent.