Possible scenario
Agent Infrastructure Boom
45% Chance
Vercel’s $600 million annualized revenue becomes an early marker of a broader infrastructure cycle around AI agents, agentic web apps, and automated coding workflows. Enterprises standardize on Vercel-style deployment platforms because agents increasingly create, test, and ship production software directly.
Secondary impacts
- Technology +0.7%
- Business Services +0.2%
Tickers
- NET+1.5%
- MSFT+1.3%
- AMZN+0.4%
Portfolio impact
S&P 500+0.4%
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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