Possible scenario
Execution Delays Emerge
25% Chance
The resignation exposes operational fragility inside OpenAI’s compute organization. The company continues with the broad buildout but delays some procurement, power-interconnection, or site-commissioning decisions while a new leader reassesses the plan.
Secondary impacts
- Technology -0.8%
- Utilities -0.2%
- Finance -0.2%
Tickers
- ORCL-2.2%
- NVDA-1.7%
Portfolio impact
S&P 500-0.5%
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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