这不仅仅是芯片股的溃败。周三，科技股遭遇抛售潮，波及范围迅速扩大，从设备制造商、温控系统公司到专业承包商，许多在AI实体基础设施搭建中扮演关键角色的企业，都未能幸免。这一系列剧烈波动，清晰揭示了监管趋严、融资成本上升以及对超大规模资本支出过度扩张的担忧，是如何在数据中心的产业链条中层层传导的。在近期的交易中，电力系统巨头卡特彼勒（Caterpillar）的发电机组业务此前曾因需求爆发而繁荣，但其股价盘中一度暴跌高达7%，这直接拖累道琼斯工业平均指数深陷泥潭。温控领域的专业公司Vertiv更是遭遇重挫，股价大跌17%；与此同时，电力设备制造商伊顿（Eaton）的股价也下滑逾6%。网络设备领军企业Arista Networks同样未能幸免，跌幅同样超过6%。
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