Polymarket traders assign just a 10% implied probability to an AI bubble bursting by December 31, 2026, reflecting sustained momentum from record Q1 2026 venture funding exceeding $300 billion—led by mega-rounds for OpenAI ($122 billion) and Anthropic ($30 billion)—and NVIDIA's blockbuster Q4 fiscal 2026 revenue of $68.1 billion, up 20% year-over-year amid data center demand. Despite headwinds like $150 billion in NVIDIA GPU inventory buildup, over 50% of planned data centers delayed or canceled, and Big Tech's $1.3 trillion year-to-date market value losses, the absence of three concurrent crash triggers (e.g., NVDA down 50% from all-time high) bolsters consensus for resilience. Watch NVIDIA's May 20 earnings for capex return-on-investment signals and potential energy regulatory scrutiny.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert$2,754,510 Vol.
31. Dezember 2026
10%
$2,754,510 Vol.
31. Dezember 2026
10%
For the purposes of this market, the AI industry will be considered to have experienced an industry downturn once at least three of the following events have occurred within 90 days of this market's specified timeframe:
- NVIDIA Corporation (NVDA) closing stock price is down 50% from its all-time high.
- iShares PHLX Semiconductor ETF (SOXX) closing stock price is down 40% from its all-time high.
- OpenAI, Inc. or Anthropic PBC declares bankruptcy.
- OpenAI, Inc. is acquired.
- H100 rental price falls to $1.00 or lower for five consecutive days, as shown on the SiliconData Silicon Index at:
https://www.silicondata.com/products/silicon-index.
- Major AI Hardware Supplier Collapse: Taiwan Semiconductor Manufacturing Company Limited (TSM), ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Arista Networks, Inc. (ANET), or Super Micro Computer, Inc. (SMCI), closing stock price is down 50% from its all-time high.
This market may resolve immediately once three conditions have been met within 90 days of the specified timeframe.
This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims.
The primary resolution source will be official information from the respective companies and listing exchanges; however, a consensus of credible reporting will also be used.
Markt eröffnet: Nov 19, 2025, 7:23 PM ET
Resolver
0x65070BE91...For the purposes of this market, the AI industry will be considered to have experienced an industry downturn once at least three of the following events have occurred within 90 days of this market's specified timeframe:
- NVIDIA Corporation (NVDA) closing stock price is down 50% from its all-time high.
- iShares PHLX Semiconductor ETF (SOXX) closing stock price is down 40% from its all-time high.
- OpenAI, Inc. or Anthropic PBC declares bankruptcy.
- OpenAI, Inc. is acquired.
- H100 rental price falls to $1.00 or lower for five consecutive days, as shown on the SiliconData Silicon Index at:
https://www.silicondata.com/products/silicon-index.
- Major AI Hardware Supplier Collapse: Taiwan Semiconductor Manufacturing Company Limited (TSM), ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Arista Networks, Inc. (ANET), or Super Micro Computer, Inc. (SMCI), closing stock price is down 50% from its all-time high.
This market may resolve immediately once three conditions have been met within 90 days of the specified timeframe.
This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims.
The primary resolution source will be official information from the respective companies and listing exchanges; however, a consensus of credible reporting will also be used.
Resolver
0x65070BE91...Polymarket traders assign just a 10% implied probability to an AI bubble bursting by December 31, 2026, reflecting sustained momentum from record Q1 2026 venture funding exceeding $300 billion—led by mega-rounds for OpenAI ($122 billion) and Anthropic ($30 billion)—and NVIDIA's blockbuster Q4 fiscal 2026 revenue of $68.1 billion, up 20% year-over-year amid data center demand. Despite headwinds like $150 billion in NVIDIA GPU inventory buildup, over 50% of planned data centers delayed or canceled, and Big Tech's $1.3 trillion year-to-date market value losses, the absence of three concurrent crash triggers (e.g., NVDA down 50% from all-time high) bolsters consensus for resilience. Watch NVIDIA's May 20 earnings for capex return-on-investment signals and potential energy regulatory scrutiny.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert
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