• 

  20%

  +0.5%

  Binding commitments for a large-scale South Korean AI data-center buildout

  Binding South Korean AI data-center commitments lift the broad equity market 0.5%, adding $480B over 20 days, with technology capturing most of the upside. Semiconductor, equipment, storage, and cloud-linked businesses win; less directly exposed companies lag as spending rotates toward AI infrastructure.

  Technology +0.9% · Consumer Non-Cyclicals +0.6% · Consumer Cyclicals +0.5%

• 

  3%

  −0.2%

  South Korean AI data-center buildout funding effort cancelled before binding commitments

  Cancelling the prospective South Korean buildout trims expected AI-infrastructure demand rather than triggering a global capex collapse. Over 20 days, broad equities fall 0.2%, erasing $192B, while Technology bears the largest loss at 0.3% and $121B.

  Technology −0.3% · Consumer Non-Cyclicals −0.2% · Consumer Cyclicals −0.2%

Each figure is the modeled move of the S&P 500 if it happens. For information only. Not investment advice.