Possible scenario
Buildout Stays On Track
45% Chance
OpenAI absorbs the resignation without major changes to its data-center roadmap. Existing commitments with Nvidia, Oracle, SoftBank and site partners remain intact, with the departure framed as a manageable leadership transition rather than a financing or execution break.
Secondary impacts
- Technology +0.5%
- Utilities +0.1%
Tickers
- NVDA+1.1%
- ORCL+0.9%
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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