sobota, 14. november 2026 leto 31 / št. 318
Odpovedala dva stebra zahodne digitalne infrastrukture: uvod v veliko vojno ali zlom zastarele tehnologije?
Letala American Ailines Vir: American Airlines
V četrtek, 12. novembra, je po svetu obmolknila Microsoftova pošta, v petek, 13. novembra, pa so v ZDA na tleh obtičala vsa letala, ki so čakala na vzlet.
@flightradar24 FAA confirmed the communications issues. Cause still under investigation. Ground stop gives controllers room to manage traffic already airborne.
— Muhammad Kamran Momin | Airpower & Security (@Grippan65Momi) November 14, 2026
Oba upravljavca zatrjujeta, da napada ni bilo.
Ker pa se je to zgodilo sredi tihe kibernetske vojne, ki jo Iran od februarja vodi proti civilni infrastrukturi Zahoda, pred morebitnim novim napadom na Iran in tik pred srečanjem Trumpa, Xi Jinpinga in Putina v Shenzhnu, so družbena omrežja preplavile domneve.
Štiri ure brez pojasnil
V petek ob 21.54 po našem času je ameriška uprava za letalstvo FAA razglasila vsedržavno ustavitev odhodov »zaradi izrednih okoliščin in iz varnostnih razlogov«, težave pa so se najprej pokazale na čikaških letališčih.
Prometni minister Sean Duffy je sporočil, da je komunikacijska težava prizadela vse centre za vodenje zračnega prometa – 22 regionalnih »možganov«, ki vodijo letala med letališči.
V zraku je bilo takrat po Duffyjevih besedah več kot 3.500 letal, po podatkih sledilnikov pa jih je proti ameriškim letališčem letelo več kot 4.000.
Ustavitev je trajala dobre štiri ure, odpovedanih je bilo več kot 4.000 in zamujenih okoli 10.000 letov.
Šlo je šele za tretjo popolno ustavitev ameriškega neba v zgodovini – po 11. septembru 2001 in po izpadu sistema obvestil pilotom januarja 2023.
Egiptovski komentator Sameh Asker je zato svojo odmevno analizo naslovil »Še en 11. september v Ameriki«, minister za domovinsko varnost Markwayne Mullin pa je zatrjeval, da to ni »še en 11. september«.
Po navedbah več virov za CBS News je posodobitev zasebnega komunikacijskega omrežja kontrole letenja povzročila ponovni zagon, ta pa sesutje in izpad radijskih zvez.
Omrežje FTI upravlja koncern L3Harris na podlagi pogodbe iz leta 2002, varnostni pregled iz leta 2023 pa ga je označil za zastarelega.
Duffy je krivdo pripisal usmerjevalnikom, »preobremenjenim s podatki«, in priznal, da ima Amerika »neverjetno star sistem kontrole letenja«.
- Panne mondiale d’Outlook / Microsoft 365 - Panne générale aviation : avions américains cloués au sol, jamais vu depuis le 11/09/2001 - Panne majeure de Workday (la plateforme RH/paie/avantages/congés utilisée par plus de 11 500 entreprises) le vendredi 13 novembre 2026 également Comme le sentiment d’une perte de contrôle, d’un chaos qui se diffuse. Que se passe-t-il vraiment ?
— Florian Philippot (@f_philippot) November 14, 2026
Mullin je bil še bolj zgovoren: usmerjevalnike so očitno »preplavili« novi varnostni popravki, nameščeni v starejši sistem, preiskujejo pa tudi nezdružljivost stare opreme z novo tehnologijo.
Ironija je skoraj popolna: sistem, ki naj bi ga popravki zaščitili pred hekerji, so ti isti popravki zrušili.
Bela hiša pravi, da ni znakov zlonamernega dejanja, kibernetskega napada pa formalno ni izključila.
The FAA has issued a nationwide ground stop for all aircraft within the national airspace system "due to extraordinary circumstances and for reasons of safety" by order of the FAA Command Center. https://t.co/TYNCLw9dl4
— OSINTdefender (@sentdefender) November 13, 2026
Časovnica je zgovorna.
Le teden dni prej je Duffy slavil, da »diskete iz osemdesetih odhajajo« – FAA šele zdaj začenja odstranjevati diskete in računalnike z Windows 95!
Tri dni pred zlomom je FAA na vse centre razširila nov sistem umetne inteligence SMART podjetja Air Space Intelligence, vreden 875 milijonov dolarjev, ki pa po zatrjevanju podjetja in FAA z izpadom nima nič.
Sean Duffy called America’s FAA systems “antiquated” in February 2025. Now a nationwide communications failure has grounded flights across the country, leaving millions of travellers facing uncertainty. But here’s another issue Americans should be paying attention to. Transportation Secretary Sean Duffy, discussing AI in the FAA, said: “We’re going to save a lot more time…and move people through the skies much more quickly.” HOLD ON. AI in aviation? Faster skies? What about reliability, human oversight and passenger safety? Nobody is saying AI cannot improve aviation, but are we seriously prioritizing speed before fixing the outdated infrastructure already causing nationwide disruptions? Americans are not guinea pigs. Human lives are at stake whenever an aircraft takes off. FIX THE EXISTING SYSTEMS. BUILD PROPER BACKUPS. ESTABLISH STRICT SAFEGUARDS BEFORE CHASING TECHNOLOGICAL EXPERIMENTS. Why is the government talking about making planes move faster when Americans are demanding assurance that the systems keeping them safe actually work? https://t.co/VpjRTVUk7O
— JIMMIE (@jimmieX07) November 13, 2026
Avgusta je okvara v centru Minneapolis ohromila promet nad devetimi zveznimi državami, septembra pa je pretrgan kabel ustavil letališča okoli New Yorka.
Nekatere trditve z omrežij niso preverljive: nismo našli potrditve, da bi Eurocontrol in Mehika v celoti ustavila polete proti ZDA, saj je FAA mednarodne prihode reševala »od primera do primera«.
Microsoft: trideset ur tišine v 74 državah
Dan prej, v četrtek okoli 17. ure po našem času, so uporabniki izgubili dostop do Outlooka, motena sta bila Teams in Copilot, prijave pa so v eni uri prišle iz 74 držav in ozemelj.
Britanska NHS je prešla na papir, norveški parlament je ostal brez pošte, prizadeti so bili danske občine, ameriški predstavniški dom in železnice, borza Euronext pa je družbam svetovala, naj informacije sporočajo po telefonu.
Elon Musk Reacts To Microsoft Outlook Blackout-Advises Satya to provide solutions immediately: "Honestly, watching Microsoft Outlook go down for an entire day is beyond embarrassing—imagine being a trillion-dollar software giant and your basic email server just completely dies. Billions of people and businesses are stuck staring at loading screens because legacy tech companies spend more time bloated with middle management than actually writing resilient code. If Satya doesn’t get this fixed fast, I’m seriously tempted to have my engineering team spin up X Mail over the weekend. We’ll make it ten times faster, actually encrypted, immune to basic outages, and watch it wipe out Outlook’s user base before Monday morning. Sometimes you just have to build the replacement yourself." #Microsoft364 #MicrosoftOutlookDown #microsoft
— Lord Zeus CFC/RM (@LordZeus_Usulor) November 13, 2026
Ocene škode presegajo sedem milijard dolarjev.
Elon Musk se je sarkastično odzval na izpad Microsoft Outlooka – Satyi svetuje, naj takoj ponudi rešitve: »Iskreno povedano, gledanje, kako Microsoft Outlook cel dan ne deluje, je več kot nerodno – predstavljajte si, da ste bilijonski programski velikan in vaš osnovni e-poštni strežnik popolnoma umre. Milijarde ljudi in podjetij so obtičale v zaslonih za nalaganje, ker starejša tehnološka podjetja porabijo več časa za napihnjenost s srednjim vodstvom kot za dejansko pisanje odporne kode.
Če Satya tega ne bo hitro popravil, sem res v skušnjavi, da bi moja inženirska ekipa čez vikend zagnala X Mail. Naredili ga bomo desetkrat hitrejši, dejansko šifriran, imun na osnovne izpade in gledali, kako bo do ponedeljka zjutraj uničil uporabniško bazo Outlooka. Včasih morate preprosto sami zgraditi zamenjavo.«
Microsoft se je opravičil in pojasnil, da je težavo povzročila napaka pri predhodni nadgradnji omrežnih zmogljivosti, ki se je razkrila po nedavni spremembi omrežja, ter da incident ni povezan ne s kibernetskimi napadi ne z umetno inteligenco.
Da je družba čutila potrebo izrecno zanikati vlogo umetne inteligence, pove dovolj o tem, kaj si misli javnost.
Tu je potreben popravek razširjene zgodbe: Microsoft 60.000 delavcev ni odpustil, temveč jim je oktobra ponudil prostovoljno odpravnino – to je 27 odstotkov zaposlenih – tisti, ki jo bodo sprejeli, pa odidejo šele 31. decembra.
Conveniently, Jensen is ousted from Nvidia, Microsoft 365 goes down, and now the FAA issues only its second nationwide ground stop since 9/11. All within 72 hours of this interview. Someone clearly wants “AI regulations.”
— Z’s Turning (@Z4BTC_) November 13, 2026
Neposredne zveze med njihovim odhodom in izpadom torej ne more biti.
Globlja kritika pa ostaja: analitik Rupert Goodwins ocenjuje, da je osredotočenost na umetno inteligenco pustila e-pošto in Teams brez zadostnih naložb, iz podjetja pa so odhajali izkušeni inženirji.
Kibernetska vojna, ki že poteka
Da se ljudje ob vsakem izpadu najprej vprašajo, ali gre za napad, ni paranoja.
ZDA in Izrael sta Iran napadla 28. februarja, od aprila velja krhko premirje, zdaj pa načrtujeta nov napad, medtem ko Katar posreduje med Washingtonom in Teheranom.
Voda: poleti so hekerji napadli vodovodne sisteme v najmanj 12 ameriških zveznih državah, sumijo na Iranu bližnje skupine, škoda pa je bila po oceni CSIS majhna.
Tankerji: supertanker VL Prosperity je avgusta pri Gibraltarju 30 ur ostal brez zvez, hekerji pa so prodrli v pogonski sistem; prva je o napadu poročala iranska agencija Tasnim.
Hladilniki: oktobra so napadalci segreli hladilnike v okoli 700 francoskih trgovinah in povzročili najmanj 15 požarov; Francija je napad pripisala enoti Shahid Kaveh Iranske revolucionarne garde in predlaga sankcije EU.
Drugi val 2. novembra na Švedskem, v Belgiji in Estoniji ni pripisan nikomur, proti takim sistemom pa naj bi po trditvah zahodnih medijev delovale tudi Rusiji naklonjene skupine.
Volitve in oporišča: zvezna država Washington je odbila manjši napad na volilno spletno stran, ameriški oporišči v Angliji pa sta zaradi domnevne iranske grožnje dvignili zaščito na stopnjo Charlie – ne na najvišjo Delta, kot trdijo nekatere objave.
Kriptovalute: severnokorejski hekerji so v štirih mesecih ukradli 577 milijonov dolarjev oziroma 76 odstotkov vseh izgub kripto platform, a gre za stalen, finančno motiviran tok, ki ni povezan z drugimi dogodki.
Nvidia: medena past ali politični obračun?
Ta teden je padel tudi najbolj prepoznaven obraz ameriške industrije umetne inteligence.
New York Times je na podlagi uhajajočega tajnega dokumenta objavil, da je ustanovitelj Nvidie Jensen Huang imel razmerje z Alice Huang, direktorico singapurske družbe Megaspeed, ki jo ameriške službe sumijo vohunjenja za Kitajsko.
THINK ABOUT IT. - Bill Gates had lots of illicit girlfriends—no problem. - Elon Musk has multiple children with multiple women—no problem. - Dario Amodei dated a Chinese woman, Jade Wang, before marrying Cami Clark, who pitched a pornography business to none other than Jeffrey Epstein—no problem. - But Jensen Huang commits old-fashioned infidelity—and this is such a big problem that he has to resign? Doesn’t make sense. Here’s the real story. . CHAPTER ONE: BIDEN’S CHIP WAR Jensen Huang of Nvidia was puzzled. It was 2022, and his video-graphics processors had become globally popular as the heart of high-end computing across the planet. But that autumn, Biden violated the World Trade Organization’s most fundamental principles. He ordered the world’s makers of advanced semiconductor chips and chipmaking equipment (in the Netherlands, Taiwan and Japan) to stop sales to China. Biden’s administration implied that the chips were for China’s military gear, but this was a lie. The US’s own security establishment admitted that 99.9 per cent were used for civilian purposes, like medical technology and AI computing. Huang was dismayed. He could no longer sell Nvidia’s A100 and H100 to China. . CHAPTER TWO: SOLVING A PROBLEM Jensen Huang was a problem-solver. In February of 2024, Nvidia launched the H20, a made-for-China AI chip less powerful than its US-only top model. That way he could keep the US government happy but also have something to sell to the Chinese. Not everyone in the US was happy about this, and export rules fluctuated. . CHAPTER THREE: THE DEEPSEEK MOMENT In January 2025, a nerdy young man from the Chinese finance industry announced that his firm Deepseek had quickly and cheaply created a high-efficiency open-weight AI. The implication was huge: the Chinese were finding ways to develop top level AI functionality without massive clusters of top-tier Nvidia GPUs. Jensen Huang knew he had to respond urgently to keep his place in the China market. He flew to meet trade officials in Beijing in the middle of April and vowed to make "every effort" to serve the Chinese. The US anti-China hawks had been quietly mobilizing—and made an announcement. In April of 2025, the US banned all export of Jensen Huang’s H20s to China. Unbelievable! The Nvidia CEO was furious. "Anybody who thought that one chess move to ban China from H20s would cut off their AI ability is deeply uninformed," Huang told an interviewer at a trade meeting in Taipei. . CHAPTER FOUR: HUANG’S SPECIAL SKILL Then came some rare good news. The Nvidia CEO started lobbying Trump behind the scenes. Huang was a master negotiator – and his efforts proved successful. In the middle of July, 2025, Huang was back in China—his third trip in 12 months. Huang appeared without his signature black leather jacket. Instead, he wore a traditional Chinese tang suit, and made some of his speech in Mandarin. Washington had cleared the way for Nvidia to export the H20 to China, he said. We’re back! Trump had demanded a cash cut of H20 sales in return for approving the exports—US government policy appeared to be literally for sale. . CHAPTER FIVE: SPOOKS WERE NOT HAPPY Huang was moving chips to China again, and the anti-China hawks in the US government were unhappy—and so were the spooks. There’s a widespread tendency to visualize the US intelligence community as right-leaning hard men, Trumpites in black suits. This was the opposite of the truth. The CIA leadership greatly preferred the simple, blanket negativity towards “the enemy” characteristic of the Democratic Party. With Russians, Chinese, and North Koreans portrayed as cartoon villains, black ops were justifiable. But for all his bluster, Trump had a propensity towards treating the leaders of Russia, China and even North Korea, as actual humans who could be negotiated with. This transactional approach was enormously problematic for the CIA, which needed cartoon villains to justify their annual budget of more than US$15 billion. And Trump’s habit of parachuting unsuitable new leaders in to command the intelligence community—such as the widely disliked Mike Pompeo—crystalized the negativity, as CIA chroniclers have written. . CHAPTER SIX: A TWIST IN THE TALE Jensen Huang’s celebrations were short-lived. In an unexpected twist, China in September 2025 said it did not want Nvidia chips and would no longer buy them. - US$15 billion in sales projections vanished. - Nvidia had to write off a reported $5.5 billion in inventory losses. - The company had now completely lost access to China's AI market, estimated at US$50 billion. - And hard evidence was emerging that Chinese companies were building alternatives even for CUDA (a unique element in Nvidia chips). Huang wanted more positivity from the US. Nvidia was a US firm, and it went from having a 95% market share in China to 0%. “I can’t imagine any policymaker thinking that that’s a good idea,” he told reporters. . CHAPTER SEVEN: AGAIN, HE SOLVES THE PROBLEM But Huang’s extraordinary skill in dealing with Trump paid off again, and by mid-2026, the Nvidia business found a complex equilibrium had emerged in its China business. Huang had (in December 2025) persuaded the US President to allow Nvidia to sell even the high-powered H200 chip to China, as long as the US government got 25% of the take. So a range of Nvidia chips could again be sold in China. - Other Nvidia chips were arriving in China via the black market. - There were suspicions that companies in Singapore and Malaysia, such as Megaspeed, were flouting export restrictions, also delivering chips. - Some Nvidia chips were stuck in Hong Kong, trapped by the confusing, ever-changing rules, but were expected to be released eventually. - On the downside (from Huang’s point of view), new China-origin chips, notably Huawei’s Ascend 950, were catching up with advanced capabilities that mimicked those of Nvidia. In short, China was back in the game. . CHAPTER EIGHT: TAKING HIM DOWN Something had to be done. China had to be dealt with. But first, Huang had to be taken down. The US anti-China hawks saw Huang’s success in making deals with Trump as a key part of the problem. It was an element which had to be surgically removed. The CIA and their partners in the western mainstream media sprang into action. In October 2026, the US intelligence community told New York Times reporters that there were suspicions that Huang’s mistress, Alice Huang Le, was a Chinese spy. It provided no evidence. The allegation was plainly ridiculous—the flow of legitimate and illegitimate chips across the border was no secret, and the idea that discussions about the detailed minutiae of nano-level semiconductor engineering could be exchanged during pillow talk was ridiculous, even comedic. But when the US intelligence community and the mainstream media join forces, they’re virtually invincible. At this moment in the process, the complicit media are playing its role. A typical headline was that in the Economist yesterday: “Jensen Huang must resign.” . EPILOGUE Jensen Huang resigned. Trump has been weakened. The world’s public has been fooled with the “honeypot” story. China’s Huawei is pressing ahead—with new, powerful versions of its Ascend chips slated to come out in 2027 and 2028. . .
— Nury Vittachi (@NuryVittachi) November 13, 2026
Megaspeed je pod preiskavo zaradi domnevnega tihotapljenja 240.000 prepovedanih čipov na Kitajsko, Huang pa je razmerje priznal in 12. novembra odstopil.
A ključno ostaja nedokazano: ni znano, ali je od njega karkoli izvedela, in ni javno potrjeno, da dela za kitajske službe.
Mogoče je tudi drugačno branje.
Huang je bil najglasnejši kritik ameriških omejitev izvoza čipov na Kitajsko, ki jih je označil za »neuspeh«, in je pri Trumpu (večkrat uspešno) lobiral za njihovo sprostitev – za protikitajske jastrebe je bil trn v peti.
Kitajski Global Times sprašuje, ali gre za »protiobveščevalno delo ali politični lov na čarovnice«, predsednik predstavniškega doma Mike Johnson pa je takoj napovedal soglasje za zaostritev izvoznih omejitev – teden dni pred Trumpovim odhodom na Kitajsko.
Kdo je tajni dokument spustil v javnost in zakaj prav zdaj, ostaja najzanimivejše neodgovorjeno vprašanje.
Domneve in njihova teža
Začetek kibernetske vojne zaradi Irana in Ukrajine. Zanjo govorijo dokumentirana iranska kampanja proti ciljem v evropskih državah zaradi vpletnosti v vojno in čas pred morebitnim napadom na Iran.
Proti njej govori, da sta oba velika izpada pojasnjena z notranjimi spremembami, da ju nihče ni prevzel in da so dosedanji iranski napadi zadevali slabo zaščitene naprave na internetu.
Hkratni zlom omrežja ameriške kontrole letenja in Microsoftovega oblaka bi bil kakovostni preskok, za katerega ni jasnega dokaza.
Tehnična nesposobnost. To domnevo podpira največ dejstev, tudi priznanja ameriških ministrov: omrežje iz leta 2002, diskete, Windows 95, ponavljajoči se izpadi in mešanje stare opreme z novimi popravki.
Varčevanje in umetna inteligenca v Microsoftu. Monopolni ponudniki režejo pri ljudeh, sistemi, od katerih je odvisna polovica sveta, pa postajajo vse bolj zapleteni in krhki.
Priprave na Shenzhen. Trump, Xi in Putin naj bi se srečali 18. in 19. novembra, pogovori o Ukrajini v Abu Dabiju pa so se končali brez preboja.
Afera Nvidia se v logiko zbiranja adutov pred vrhom dobro vklaplja, za letalski in Microsoftov izpad pa take povezave ni mogoče utemeljiti.
Skupni imenovalec: krhkost, ne skrita roka
Ene same skrite roke, ki bi povezala vse dogodke, ne najdemo – skupni imenovalec pa obstaja.
Kibernetska vojna nizke intenzivnosti je resnična, vodi jo zelo verjetno Iran proti mehkim ciljem na Zahodu.
Hkrati pa ne smemo izključiti tega, kar smo se naučili ob operaciji zveze NATO z imenom Gladio - da si tudi zahodne službe spodobne izvajati različne napade, celo proiti civilistom v lastnih držvah in jih pripisovati svojim nasprotnikom.
V Evropi bi to lahko služilo poglabljanju protiruske histerije, kar je nujen pogoj za mobilizacijo javnosti ob pripravah na vojno z Rusijo.
Del težav je zato morda domačih.
Zahodna digitalna infrastruktura je ob tem centralizirana, zastarela in odvisna od nekaj ključnih točk – enega omrežja za vse centre kontrole letenja, enega oblaka za pol sveta – zato tudi lastne napake upravljavcev povzročijo prav take učinke, o kakršnih sanja vsak nasprotnik.
In vsak izpad postane strelivo v informacijski vojni, v kateri se varnostne pripovedi uporabljajo tudi v tehnološkem spopadu s Kitajsko.
Prava nevarnost tega tedna ni v tem, da bi nekdo izklopil Ameriko, temveč v tem, da bi kdo naslednjo tehnično okvaro v napetem ozračju razglasil za napad – in nanjo odgovoril z orožjem.
