Possible scenario
Supply Bottlenecks Persist
27% Chance
Demand for the $4 offering outstrips available B300 supply, echoing earlier Blackwell shortages. The program attracts attention but cannot materially change near-term access for government and education users.
Secondary impacts
- Technology +0.2%
Tickers
- NVDA+0.8%
- NBIS+0.3%
- CRWV+0.3%
- AMZN+0.2%
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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