Possible scenario
Capacity Fix Works
45% Chance
OpenAI's added capacity largely resolves the renewed outage and speed problems that followed the GPT-6 Sol replacement. GPT-6.1 Sol becomes noticeably faster for ChatGPT users and API customers, reducing near-term churn risk and reinforcing confidence in OpenAI's infrastructure buildout.
Secondary impacts
- Technology +0.7%
- Business Services +0.1%
Tickers
- MSFT+1.4%
- NVDA+0.9%
- ORCL+0.4%
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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