Infrastructure Bottlenecks Intensify

20%its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

The capex surge collides with grid interconnection queues, land constraints, transformer shortages and advanced-chip allocation limits. The result is not an end to AI investment, but a more expensive and slower deployment path.

What it moves

Utilities+1.5%
Industrials+1.0%
Non-Energy Materials+0.5%
Technology+0.1%

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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