Possible scenario
GPU Glut Accelerates
35% Chance
Griffin's warning proves directionally correct as marginal AI cloud buyers slow purchases and secondary-market GPU prices fall sharply. The damage is concentrated in accelerators, servers and AI infrastructure financing rather than the whole economy.
Secondary impacts
- Technology -2.7%
- Industrials -0.5%
- Utilities -0.4%
- Finance -0.2%
Tickers
- CRWV-6.7%
- NVDA-4.9%
- -4.8%
Portfolio impact
S&P 500-1.5%
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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