Hyperscalers Reshape Procurement

20%its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

Large technology companies respond to the power bottleneck by moving deeper into generation procurement, either through utility partnerships, behind-the-meter plants or long-term tolling arrangements. Mitsubishi Heavy’s added U.S. capacity becomes part of a broader shift in how AI infrastructure is powered.

What it moves

Industrials+0.6%
Utilities+0.5%
Energy+0.3%
Technology+0.1%

Sectors in percent; other series by direction only.

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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