Possible scenario
Execution Delays Emerge
17% Chance
Negotiations continue but are slowed by grid interconnection, project finance, and regulatory diligence around very large AI data-center loads. This is a realistic downside because the background timeline already points to massive capacity commitments during a period of GPU and power scarcity.
Secondary impacts
- Technology -0.5%
- Utilities -0.3%
- Industrials -0.1%
- Finance -0.1%
Tickers
- CRWV-1.0%
- NVDA-0.5%
- -0.5%
Portfolio impact
S&P 500-0.3%
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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