ARCH
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Cap tier
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Bull scenarios
0
Adverse scenarios
4
Other links
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Modeled impact
unknown
0 explicit links; 4 public links lack move; 0 lack probability
Bull scenarios (0)
Predictions where this ticker benefits
| Pred | Role | Domain | Prediction | Predictor | Current | Move | Impact | Status |
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| No data | ||||||||
Adverse scenarios (4)
Predictions where this ticker is displaced
| Pred | Domain | Prediction | Predictor | Current | Move | Impact | Mechanism |
|---|---|---|---|---|---|---|---|
| INF_010 | Energy | US data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues. | Morgan Stanley | 55.6% | unknown | unknown | Low-carbon generation displaces fossil baseload. |
| CMQ_017 | Energy | US electricity production must grow by 'tens of percent' by end of decade to support hundreds of millions of frontier-AI GPUs. | Leopold Aschenbrenner | 51.9% | unknown | unknown | Grid modernization + clean-capacity scaling compresses coal-fired generation share; merchant-coal economics deteriorate. |
| FUT_012 | Energy | Two-thirds of world's nations reaching tipping point 2026-2031 where building new renewable capacity is strictly cheaper than operating existing fully-depreciated coal/natural gas facilities — achieved completely independent of government subsidies. De... | Ramez Naam | 44.6% | unknown | unknown | Low-carbon generation displaces fossil baseload. |
| INF_014 | Energy | Data-center industry could emit up to 2.5 billion tons of CO2 cumulatively through 2030 if powered primarily by fossil fuels — a scale that materially delays global climate-pledge compliance. | Morgan Stanley | 42.0% | unknown | unknown | Low-carbon generation displaces fossil baseload. |