Possible scenario
Scale-Out Succeeds
40% Chance
Meta turns the million-GPU Prometheus expansion into a functioning training platform with acceptable utilization, networking performance, and power availability. This is the base case because the prior timeline shows Meta has been preparing clusters, switches, chip procurement, and energy sourcing for several years.
Secondary impacts
- Technology +0.8%
- Utilities +0.3%
- Consumer Services +0.1%
Tickers
- META+4.0%
- NVDA+2.6%
Portfolio impact
S&P 500+0.6%
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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