Possible scenario
Open Inference Accelerates
38% Chance
The most likely path is that vLLM’s rapid optimization becomes another proof point that open inference stacks can close performance gaps quickly. Enterprises and Chinese cloud providers test DeepSeek-V4.1-Flash more aggressively because the economics of serving open models improve within weeks rather than quarters.
Secondary impacts
- Technology +0.8%
- Business Services +0.3%
Tickers
- NVDA-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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