Possible scenario
Development Shifts Elsewhere
20% Chance
Developers and hyperscalers respond by moving incremental capacity to jurisdictions with cheaper land, faster approvals, and more predictable power procurement. The AI buildout continues, but San Francisco and parts of California lose some future load growth and construction activity.
Tickers
- VRT-0.7%
- ETN-0.5%
- NVDA-0.4%
- BRK.A+0.4%
- PCG-0.4%
- MSFT+0.2%
- EQIX-0.1%
Portfolio impact
S&P 500-0.0%
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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