Thailand's Chamber of Commerce warns that if major tech hyperscalers (Alphabet, Amazon, Meta, Microsoft, Oracle) cut AI and data centre investments by just 10%, Thailand's economy could lose 58.4 billion baht (0.29% GDP impact); a 20% cut would cost 117 billion baht (0.58% GDP). Thailand currently benefits from dual streams: AI hardware exports and foreign direct investment in data centres. However, the concentration risk is high—Thai economic growth increasingly depends on the global AI investment cycle, creating exposure to a potential "AI bubble" that could simultaneously impact both exports and FDI.