Possible scenario

Infrastructure Bottlenecks Appear

25%its chance, of the story’s futures

−0.1%on the S&P 500, if it happens

The commercial launch exposes constraints in power availability, networking, cooling, or Vera supply allocation. The news remains strategically important, but investors discount the near-term revenue ramp until Oracle and Nvidia prove deployment reliability.

What it moves

Technology−0.5%
Utilities+0.3%
Industrials+0.2%

Sectors in percent; other series by direction only.

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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