Possible scenario
Execution Delays Emerge
24% Chance
The scale of a 240 MW AI campus creates delays around grid interconnection, land, cooling, and local permitting. CoreWeave still enters India, but revenue recognition and utilization ramp more slowly than the market initially expects.
Secondary impacts
- Technology -0.4%
- Utilities -0.2%
- Industrials -0.1%
- Business Services +0.1%
Tickers
- CRWV-4.7%
- NVDA-0.3%
Portfolio impact
S&P 500-0.2%
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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