Possible scenario
Copycat State Rules
25% Chance
The New York moratorium becomes a model for other grid-constrained states and localities facing public backlash over AI power demand. Even if few states adopt full moratoria, the risk premium rises for data center development in Northern Virginia, Oregon, Arizona, Georgia, and parts of Texas.
Secondary impacts
- Technology -0.7%
- Finance -0.6%
- Utilities -0.5%
- Industrials -0.2%
Tickers
- DLR-2.3%
- EQIX-2.2%
- -1.7%
Portfolio impact
S&P 500-0.5%
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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