Possible scenario
Virginia Bottleneck Persists
40% Chance
Amazon's cancellation becomes a signal that Northern Virginia's power, land-use, and permitting constraints are no longer manageable for the largest hyperscale projects. AWS shifts near-term capacity planning toward other U.S. regions while local officials debate whether grid upgrades should be funded by ratepayers or data-center customers.
Secondary impacts
- Utilities -0.5%
- Technology -0.2%
- Finance -0.2%
Tickers
- D-0.8%
- DLR-0.6%
- EQIX-0.4%
- -0.1%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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