Possible scenario
Offshore AI Hubs Expand
20% Chance
U.S. firms respond to immigration uncertainty by moving more model research to Canada, the U.K., Singapore, and the UAE while keeping commercialization in the United States. This mitigates talent loss for Big Tech but weakens the U.S. domestic AI labor market.
Initial impacts
- Market volatility Up
Secondary impacts
- Business Services -0.5%
- Technology -0.1%
Tickers
- META-0.1%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.