Possible scenario
Open AI Stack
20% Chance
The AMD-Intel move combines with Amazon's TorchNeuron launch to strengthen the narrative that open and alternative AI software stacks are gaining ground. This scenario matters most if cloud providers and framework maintainers coordinate around easier deployment across CPUs, custom ASICs, and GPUs.
Secondary impacts
- Technology +0.6%
Tickers
- AMD+2.8%
- INTC+2.3%
- AMZN+0.3%
- NVDA-0.2%
Portfolio impact
S&P 500+0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.