Possible scenario
Power Bottlenecks Emerge
25% Chance
The biggest obstacle becomes grid capacity rather than financing. Former mining sites have access to power, but AI data centers require more reliable interconnection, cooling, redundancy, and utility coordination than bitcoin-mining operations.
Secondary impacts
- Technology -0.6%
- Utilities -0.1%
Tickers
- APLD-1.2%
- CORZ-1.0%
- CEG+0.2%
- DUK+0.2%
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.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.