Possible scenario
Qualification Runs Longer
25% Chance
Nvidia needs more qualification cycles before approving the resin for Rubin Ultra production. This would not derail the platform, but it could delay some NVL576 board yields and keep near-term supply tight.
Secondary impacts
- Technology -0.2%
Tickers
- NVDA-1.9%
- SMCI-1.4%
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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