Possible scenario
Sanctions Limit Scaling
30% Chance
Western semiconductor sanctions and Nvidia's 2022 exit from Russia continue to constrain training and inference scale. The model attracts attention, but deployment is limited by access to advanced GPUs, cloud infrastructure, and global enterprise distribution.
Secondary impacts
- Telecommunications +0.1%
- Technology +0.1%
Tickers
- NVDA+0.2%
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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