According to CoinMeta, the intense selling in the market on Thursday is considered an overreaction, despite the growing political opposition to artificial intelligence infrastructure. The S&P 500 index fell by 4.4%, and the Nasdaq fell by 5.5%, entering a correction zone. Goldman Sachs pointed out that 45% of the planned capacity for data centers in the United States faces potential restrictions from state governments. Yardeni believes that these obstacles are merely a "speed buffer" that may prevent the artificial intelligence boom from overheating.