Possible scenario
Broader Data-Center Scrutiny
15% Chance
The controversy becomes part of a broader Indian debate over water, power, and AI infrastructure. National or multi-state scrutiny would have wider implications for cloud providers, though immediate market effects would still be contained.
Secondary impacts
- Technology -0.7%
- Utilities +0.3%
Tickers
- AMZN-0.9%
- MSFT-0.4%
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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