Possible scenario
Open Networking Pushback
18% Chance
Meta has a history of pushing open data-center architectures and may avoid full dependence on a single vendor. A credible alternative path would preserve Nvidia GPU demand while reducing the incremental value of Nvidia's networking attach rate.
Secondary impacts
- Technology +0.3%
Tickers
- ANET+1.7%
- AVGO+1.5%
- META+1.0%
- NVDA-0.1%
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.
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