Possible scenario
Capacity Relief Arrives
20% Chance
Power procurement, new data-center sites, and accelerator deliveries begin to ease the bottleneck. AWS still charges premium prices, but investors start to expect slower price inflation and higher unit volumes.
Secondary impacts
- Utilities +0.6%
- Technology +0.6%
- Industrials +0.4%
- Business Services +0.3%
Tickers
- NVDA+1.4%
- CRWV+1.0%
- +0.9%
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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