Possible scenario
Microsoft Shifts Suppliers
21% Chance
Microsoft cancels the Nscale anchor deal because it has secured cheaper or more controllable capacity elsewhere. This outcome is relatively positive for Microsoft, while the damage falls on Nscale and competing merchant AI-cloud providers.
Secondary impacts
- Technology +0.2%
Tickers
- MSFT+1.1%
- CRWV+0.5%
- ORCL+0.2%
- NVDA-0.1%
- AMD-0.1%
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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