China Workarounds Accelerate

its chance, of the story’s futures

−0.2%on the S&P 500, if it happens

Chinese AI companies respond to uncertainty around Nvidia cloud access by diversifying faster into domestic chips and offshore compute structures. This reduces dependence on Nvidia over time, though near-term performance and capacity gaps remain meaningful.

What it moves

Technology−0.3%

Sectors in percent; other series by direction only.

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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