Possible scenario
Nuclear Contracting Wave
20% Chance
The Alphabet-Georgia Power structure prompts other hyperscalers to pursue dedicated nuclear-backed electricity contracts. Utilities with regulated nuclear fleets gain negotiating leverage as AI companies prioritize firm, carbon-free power over intermittent supply.
Secondary impacts
- Utilities +1.3%
- Industrials +0.6%
- Technology +0.5%
- Non-Energy Materials +0.2%
Tickers
- SO+2.4%
- GOOG+0.5%
- +0.2%
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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