Expansion Pace Slows

25%its chance, of the story’s futures

−0.8%on the S&P 500, if it happens

The demand-reduction pledge proves useful but insufficient to satisfy grid operators in constrained regions. New AI centers move forward more slowly, with phased energization schedules and lower initial utilization rates.

What it moves

Technology−1.5%
Utilities−0.9%
Industrials−0.8%

Sectors in percent; other series by direction only.

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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