Possible scenario
AMD Coalition Accelerates
20% Chance
AMD and its cloud partners turn the exclusion into a marketing opportunity, arguing that Nvidia's conduct confirms customers need a second AI accelerator platform. The result is incremental support for AMD's credibility in neocloud deployments, especially where buyers want bargaining leverage.
Secondary impacts
- Technology +0.3%
Tickers
- AMD+2.7%
- NVDA-1.6%
- NBIS+0.6%
- CRWV-0.1%
- ORCL+0.1%
- +0.1%
Portfolio impact
S&P 500+0.0%
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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