Possible scenario
Capacity Constraints Emerge
25% Chance
The speed improvement drives demand faster than OpenAI can provision premium low-latency capacity. Recent reliance on Nvidia-backed data center capacity in Ohio makes infrastructure availability and inference economics the key constraint.
Secondary impacts
- Utilities +0.1%
- Technology +0.1%
Tickers
- NVDA+1.8%
- ORCL+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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