Possible scenario
Supply Catches Up
25% Chance
A less bullish outcome for rental pricing is that supply improves faster than current spot rates imply. Additional advanced packaging, hyperscaler fleet additions, and secondary-market GPUs could ease the shortage by mid-2027.
Secondary impacts
- Technology +0.3%
Tickers
- CRWV-1.9%
- NVDA-1.7%
- AMZN+1.2%
- MSFT+1.1%
- AMD-0.2%
Portfolio impact
S&P 500+0.1%
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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