Possible scenario
Bottlenecks Intensify
20% Chance
The current record price may prove to be an early sign of worsening deployment constraints rather than peak scarcity. If memory supply, liquid cooling retrofits, and power connections remain constrained, rental prices could rise further while AI rollout timelines slip.
Secondary impacts
- Technology -0.5%
- Utilities +0.4%
- Business Services -0.2%
Tickers
- CRWV-2.8%
- META-2.1%
- NVDA+1.9%
- -0.6%
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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