Possible scenario
Concessions Become Standard
27% Chance
Amazon's pledge resets expectations for all large data-center developers. State and local governments conclude that community-benefit funds, infrastructure payments and tax-break revisions should become routine conditions for hyperscale projects, raising the cost of US data-center expansion.
Secondary impacts
- Technology -0.6%
- Industrials -0.1%
- Utilities +0.1%
- Non-Energy Materials -0.1%
Tickers
- AMZN-0.8%
- MSFT-0.4%
- -0.3%
Portfolio impact
S&P 500-0.3%
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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