Possible scenario
Open CAD Adoption
40% Chance
Nvidia's Apache 2.0 CAD kernel gains credibility because it lowers switching costs for developers building AI-native design and factory tools. The market treats the release as a strategic extension of Omniverse and physical AI rather than a standalone software giveaway.
Secondary impacts
- Technology +0.8%
- Industrials +0.3%
Tickers
- NVDA+3.4%
- ADSK-2.4%
- PTC-1.6%
Portfolio impact
S&P 500+0.6%
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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