Possible scenario
Beijing Diversifies Supply
16% Chance
China approves near-term Nvidia purchases but pushes the companies to increase procurement from domestic accelerator suppliers over 2027. This reduces the probability of a fully Nvidia-dominated China AI buildout and supports local substitution without abruptly cancelling existing orders.
Secondary impacts
- Technology +0.2%
Tickers
- NVDA+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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