KITU Macro Market Economist Joe Maher: The previous risk was that restrictions on data center construction would slow down the pace of AI infrastructure construction. From a broader perspective, market sentiment on the AI market is already very weak, and US stocks are also showing many end-of-cycle signals. As a result, this incident is likely to be the trigger for a more sustained decline in the AI stock market boom.”

KITU Macro Market Economist Joe Maher: The previous risk was that restrictions on data center construction would slow down the pace of AI infrastructure construction. From a broader perspective, market sentiment on the AI market is already very weak, and US stocks are also showing many end-of-cycle signals. As a result, this incident is likely to be the trigger for a more sustained decline in the AI stock market boom.”