Possible scenario
Debt Round Closes
42% Chance
Firmus secures most or all of the $10 billion chip financing, likely through a mix of private credit, bank debt and vendor-linked structures. The OpenAI Malaysia contract gives lenders enough visibility on contracted demand, while Nvidia benefits from another large-scale GPU procurement cycle.
Secondary impacts
- Technology +0.7%
- Utilities +0.3%
- Finance +0.2%
Tickers
- NVDA+1.5%
- CRWV+0.8%
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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