Possible scenario
Infrastructure Bottlenecks Bite
25% Chance
The scale of the 20GW target runs into shortages of grid interconnections, transformers, turbines, cooling equipment, and qualified construction capacity. Alibaba still pursues the plan, but timelines stretch and capital intensity rises.
Secondary impacts
- Technology -1.0%
- Utilities +0.2%
Tickers
- NVDA-0.8%
- VRT+0.7%
- AMD-0.6%
Portfolio impact
S&P 500-0.4%
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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