Possible scenario
Supply Bottlenecks Persist
25% Chance
Google's 960,000-GPU target proves difficult to meet because Nvidia packaging, HBM supply, networking gear, or data-center power interconnections remain constrained. Nvidia still benefits from scarcity pricing, but Alphabet's near-term cloud revenue opportunity is pushed out.
Secondary impacts
- Utilities +0.2%
- Technology -0.1%
Tickers
- GOOGL-1.6%
- NVDA+1.6%
- AMZN+0.4%
- MSFT+0.3%
Portfolio impact
S&P 500+0.0%
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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