Trader consensus on Polymarket assigns just a 7% implied probability to an AI bubble bursting by December 31, 2026—defined strictly as three qualifying events like NVIDIA stock dropping 50% from its all-time high or the SOXX semiconductor ETF falling 40%, all within a 90-day window—reflecting robust real-world momentum in AI infrastructure despite profitability concerns. Q1 2026 saw AI companies like OpenAI and Anthropic raise a record $297 billion in funding, with Goldman Sachs revising 2026 capex estimates upward to $527 billion amid surging GPU demand and hyperscaler expansions. OpenAI's projected $14 billion annual losses highlight compute cost pressures, yet no resolution-triggering crashes have materialized; recent hype like Allbirds' 500% stock surge on an AI pivot underscores frothiness without shifting key metrics. Watch Q2 Big Tech earnings for adoption signals and potential volatility.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoLa bolla AI è scoppiata...?
La bolla AI è scoppiata...?
$2,745,686 Vol.
31 dicembre 2026
8%
$2,745,686 Vol.
31 dicembre 2026
8%
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.
Mercato aperto: 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...Trader consensus on Polymarket assigns just a 7% implied probability to an AI bubble bursting by December 31, 2026—defined strictly as three qualifying events like NVIDIA stock dropping 50% from its all-time high or the SOXX semiconductor ETF falling 40%, all within a 90-day window—reflecting robust real-world momentum in AI infrastructure despite profitability concerns. Q1 2026 saw AI companies like OpenAI and Anthropic raise a record $297 billion in funding, with Goldman Sachs revising 2026 capex estimates upward to $527 billion amid surging GPU demand and hyperscaler expansions. OpenAI's projected $14 billion annual losses highlight compute cost pressures, yet no resolution-triggering crashes have materialized; recent hype like Allbirds' 500% stock surge on an AI pivot underscores frothiness without shifting key metrics. Watch Q2 Big Tech earnings for adoption signals and potential volatility.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · Aggiornato
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