Possible scenario
Scarcity Pricing Persists
45% Chance
The most likely path is that B200 rental rates remain elevated because Blackwell supply, HBM availability, data-center power, and cooling constraints all limit deployable capacity. Nvidia benefits from continued scarcity signaling, while GPU cloud providers with existing capacity retain pricing power.
Secondary impacts
- Technology +1.1%
- Business Services -0.1%
Tickers
- CRWV+4.5%
- NVDA+3.2%
- ORCL+0.8%
- META-0.4%
- -0.3%
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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