Possible scenario
API Price War
19% Chance
Open access to the production engine lowers barriers for API providers to replicate DeepSeek-style low-cost inference. This increases usage but pressures margins for Chinese AI cloud and model-hosting services.
Secondary impacts
- Business Services +0.3%
- Technology -0.2%
Tickers
- AMZN+0.1%
- MSFT+0.1%
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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