Possible scenario
Rivals Cut Prices
27% Chance
Competitors treat the 2.5x price as an opening to win volume rather than a benchmark to match. DeepSeek, Alibaba Cloud, Tencent Cloud, and Baidu could emphasize cheaper fast-inference tiers, reviving the 2026 AI price war that already pressured OpenAI and Anthropic.
Secondary impacts
- Business Services +0.5%
- Technology -0.3%
Portfolio impact
S&P 500-0.1%
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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