Possible scenario
Huawei Overtakes Nvidia
38% Chance
Chinese cloud and AI-lab buyers continue shifting new inference and training clusters to Huawei Ascend chips after audits favor domestic sourcing. Nvidia's remaining advantage in CUDA and mature supply is not enough to prevent Huawei from taking share in China.
Secondary impacts
- Technology -0.6%
Tickers
- NVDA-3.4%
Portfolio impact
S&P 500-0.5%
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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