Possible scenario
Power Bottleneck
20% Chance
Grid interconnection, transmission upgrades and local permitting become the main constraints on converting the backlog into revenue. This outcome fits the broader U.S. data-center problem: AI demand is visible, but electricity availability is the binding constraint.
Secondary impacts
- Technology -0.3%
- Industrials -0.2%
- Utilities -0.2%
Tickers
- CRWV-0.9%
- AEP-0.5%
- CEG+0.2%
- +0.2%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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