Possible scenario
Nvidia Open Stack
42% Chance
Nvidia uses the Nous stake to deepen its influence in open-weight AI and keep demand tied to its GPUs, CUDA libraries and inference stack. Nous remains independent but becomes a favored partner for agentic models optimized on Nvidia infrastructure.
Secondary impacts
- Technology +0.4%
- Business Services +0.1%
Tickers
- NVDA+0.9%
- CRWV+0.7%
Portfolio impact
S&P 500+0.2%
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.