The Probability Desk

PD Chart of the Day — 2026-06-02

One visual signal beneath the day’s headline.

50,000 simulated paths for 2027 hyperscaler capex — median $787bn, a 17% chance it shrinks

Why it matters

One visual signal beneath the day’s headline.

Read & watch the full scenario


Continue the briefing. Read the daily brief · watch the daily video briefing · listen to The Allocator Briefing · view the chart of the day.

Produced and edited by the UAO editorial desk. Not investment advice.

The Daily Brief

The morning briefing for the people who allocate long-horizon capital.

Research, charts, video and podcast analysis for the institutions investing at the scale of the world.