对更高利率可能减缓由债务驱动的人工智能基础设施建设的担忧，正席卷整个数据中心供应链，导致相关公司股价普遍承压。
从建筑承包商到光纤电缆制造商，再到冷却系统专家，无一幸免地陷入下跌潮。
建筑承包商Sterling Infrastructure与光纤供应商康宁的股价跌幅均超过10%。专注于为数据中心提供电力和冷却系统解决方案的Vertiv Holdings LLC，股价亦重挫近9%。
以CoreWeave、Core Scientific和NEBIUS为代表的云服务租赁公司，即向大型企业出租算力资源的“新云”公司，同样深陷亏损泥潭。
此外，独立电力生产商如Constellation Energy Corp和Talen Energy Corporation的股价也未能幸免，纷纷走低。
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