Possible scenario
Efficiency Resets Forecasts
18% Chance
The Goldman forecast revives the debate that followed DeepSeek: whether software efficiency will reduce the need for brute-force infrastructure. This scenario becomes more likely if new models deliver competitive performance with fewer GPUs or lower inference costs.
Initial impacts
- Copper Down
Secondary impacts
- Technology -1.1%
- Industrials -0.7%
- Utilities -0.7%
- Business Services +0.2%
Tickers
Portfolio impact
S&P 500-0.7%
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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