Possible scenario
Narrow Reporting Passes
45% Chance
Congress enacts a limited federal reporting regime requiring large AI data centers to disclose electricity use, peak load, backup generation, and grid interconnection data to the Department of Energy. The market treats this as manageable compliance rather than a cap on AI infrastructure growth.
Secondary impacts
- Utilities +0.7%
- Technology -0.2%
- Business Services +0.2%
- Energy +0.1%
Tickers
- EQIX-0.5%
- DLR-0.5%
- +0.5%
Portfolio impact
S&P 500-0.1%
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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