Possible scenario
Google Commercializes TPUs
26% Chance
Google turns the benchmark win into a commercial push, offering more TPU capacity to external developers and AI labs. This accelerates the shift from TPUs as mostly internal infrastructure to a more direct Nvidia alternative in inference.
Secondary impacts
- Technology +0.9%
Tickers
- GOOG+5.4%
- NVDA-4.1%
- AVGO+2.8%
- CRWV-1.8%
- AMD-1.1%
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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