Possible scenario
Open-Source Standard Spreads
42% Chance
DeepSeek's production engine becomes a reference stack for low-cost inference serving, especially for operators already testing V4.1 Flash and Huawei Ascend hardware. The open-source release extends DeepSeek's software-led strategy and modestly weakens proprietary serving-stack lock-in.
Secondary impacts
- Technology +1.0%
- Business Services +0.4%
Tickers
- NVDA-0.6%
- MSFT+0.2%
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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