Possible scenario
TPU Schedule Slips
25% Chance
The resignation proves tied to a substantive dispute over validation speed, power efficiency, or reliability targets for the next TPU generation. Google slows parts of the program, giving Nvidia more time to defend its AI accelerator lead.
Secondary impacts
- Technology -0.7%
Tickers
- GOOG-4.2%
- NVDA+2.7%
- AVGO-2.2%
- AMD+0.4%
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.
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