Capacity Moves Elsewhere

its chance, of the story’s futures

−0.5%on the S&P 500, if it happens

If local U.S. bans persist, developers redirect projects toward jurisdictions with abundant power, faster permitting, or explicit pro-data-center policies. This relieves some pressure on blocked counties but fragments the U.S. AI infrastructure map.

What it moves

Technology−1.0%
Energy+0.3%
Telecommunications−0.3%
Utilities+0.2%

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.

Keeping an eye on this scenario?