Possible scenario
Pricing Competition Intensifies
20% Chance
AMD uses additional supply to compete aggressively on total cost of ownership against Nvidia systems. The result could either pressure accelerator margins or expand the addressable market by making AI compute cheaper for hyperscalers and enterprise customers.
Secondary impacts
- Technology +0.1%
Tickers
- NVDA-1.4%
- CORZ+0.9%
- AMD+0.8%
- AVGO-0.4%
- MSFT+0.3%
- +0.3%
Portfolio impact
S&P 500-0.1%
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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