Possible scenario
Compute Price Pressure
27% Chance
The AI infrastructure buildout accelerates faster than near-term utilization, pushing down GPU rental prices and shortening contract durations. Modal still grows, but investors begin focusing more on gross margins, utilization rates, power costs, and customer concentration.
Secondary impacts
- Business Services +0.1%
- Technology -0.1%
Tickers
- CRWV-3.4%
- NVDA-0.8%
- SNOW+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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