Possible scenario
Bottlenecks Shift Elsewhere
20% Chance
The Rubin NVL72 performance gain reduces GPU counts, but memory, networking, packaging and power remain constraints for AI infrastructure. Investors rotate attention toward the non-GPU parts of the AI supply chain rather than reducing overall AI spending expectations.
Secondary impacts
- Technology +0.5%
- Utilities +0.1%
Tickers
- NVDA+2.4%
- MU+1.5%
- DLR+0.3%
- ETN+0.3%
- D+0.2%
- CRWV-0.2%
- AMD+0.1%
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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