Possible scenario
Conversion Accelerates
38% Chance
The €800M raise gives SWI Group enough capital to begin converting the most power-ready FTX-linked mining facilities into AI data centers. Strong hyperscaler demand and the broader $1T-plus AI infrastructure cycle make a commercially viable conversion the base case.
Secondary impacts
- Technology +0.7%
- Utilities +0.4%
Tickers
- APLD+1.7%
- CORZ+1.1%
Portfolio impact
S&P 500+0.3%
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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