Possible scenario
Campus Redesign
20% Chance
Oracle and OpenAI could preserve the project by scaling the first phase below the original 2.45GW commitment. This would reduce immediate payment pressure but weaken the demand outlook for utilities, construction firms and equipment vendors tied to the full campus buildout.
Secondary impacts
- Utilities -0.5%
- Non-Energy Materials -0.4%
- Industrials -0.3%
- Technology -0.2%
Tickers
- SO-1.5%
- ORCL+0.6%
- +0.3%
Portfolio impact
S&P 500-0.1%
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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