Scarcity Persists

its chance, of the story’s futures

+0.4%on the S&P 500, if it happens

Record on-demand prices prove that Blackwell and Hopper supply remains well below demand from AI labs, hyperscalers, and enterprise inference users. Nvidia retains pricing power, while GPU cloud providers use scarcity to secure longer-term contracts.

What it moves

Technology+0.5%
Business Services−0.4%

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.

Scarcity Persists

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