Possible scenario
Bottlenecks Shift Elsewhere
24% Chance
The market interprets the 1.9 billion-agent estimate as meaning GPU supply is becoming less scarce, but power, cooling, networking, and data-center permitting become the new limiting factors. Capital rotates toward infrastructure suppliers and utilities with data-center exposure.
Secondary impacts
- Utilities +1.4%
- Industrials +0.9%
- Technology +0.1%
Tickers
- VRT+2.7%
- ETN+2.4%
- GEV+1.8%
- -1.0%
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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