Possible scenario
Adoption accelerates
40% Chance
Perplexity's open-source SPACE runtime gains early traction because developers want safe, hosted environments for agentic workflows without committing to a single hyperscaler. CoreWeave, Akamai and Crusoe benefit from being first distribution partners for a visible AI developer platform.
Secondary impacts
- Technology +1.7%
- Business Services +0.4%
- Telecommunications +0.3%
- Utilities +0.1%
Tickers
- CRWV+5.8%
- AKAM+3.2%
- +2.4%
Portfolio impact
S&P 500+0.8%
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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