Possible scenario
Gaming GPUs Restricted
22% Chance
The scale of the repurposing pushes Washington toward a broader rule that treats high-end gaming GPUs as AI-enabling hardware. This would be more disruptive for Nvidia and AMD than a broker-only crackdown because it directly targets a legal product category.
Secondary impacts
- Technology -1.5%
Tickers
- NVDA-4.6%
- AMD-2.6%
- INTC-0.6%
Portfolio impact
S&P 500-0.9%
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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