The $3 trillion ThursdayThursday's tech sell-off, and what it means if you build AI products
Summary
This article analyzes the Thursday tech sell-off driven by midterm results and data-center ballot measures, arguing the move reflects credit risk and capex repricing rather than a collapse in AI demand. It provides scenarios for the AI build-out, outlines builder-focused actions (short, flexible GPU contracts; early markdowns; payback-focused selling; hiring into the dip), and discusses signals to watch, making it useful for AI and SMB IT stakeholders tracking infrastructure spending and investment risk.