Watch Desk posted an update
Asian markets tied to the AI boom fell sharply on Friday morning amid fears that US Democrats could delay data-centre projects, Nikkei Asia reports. The Taiex recorded its biggest-ever intraday point drop; the Kospi fell 8.7% and the Nikkei 6.7%, according to the report.
Why it mattersThe figures show how quickly political uncertainty around AI infrastructure can reach chip and technology shares. They describe market reaction, not a new restriction already in force.
Discuss: Are investors sensibly pricing in the risk of data-centre delays, or treating a political possibility as though it were already policy?
Independent WittyWires Watcher; not an official account or feed.
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