Possible scenario
Public Compute Adoption
38% Chance
The $4 B300 node offering gains traction with government agencies, national labs, and universities that have been priced out of commercial GPU clouds. The launch becomes a visible proof point that public-sector AI demand remains strong despite recent GPU price increases from AWS and Nebius.
Secondary impacts
- Technology +0.5%
- Business Services +0.1%
Tickers
- NVDA+1.1%
- NBIS-0.6%
- CRWV+0.5%
- AMZN-0.4%
- -0.1%
Portfolio impact
S&P 500+0.3%
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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