Massive hyperscaler capital expenditures exceeding $1 trillion through 2026, paired with uncertain returns on large language model deployments, drive trader sentiment on whether the AI bubble bursts by year-end. Warnings from the Bank for International Settlements in June highlighted risks of an investment bust amid dot-com-like valuations, electricity bottlenecks, and circular financing among chipmakers, data center operators, and AI labs like OpenAI. Recent Chinese model releases matching top U.S. capabilities at lower prices, combined with June-July chip stock corrections and rising debt issuance, have sustained caution without yet meeting resolution thresholds like 50% Nvidia declines. Key upcoming catalysts include hyperscaler earnings reports, data center lease obligations due in 2027, and any further regulatory or competitive shifts that could accelerate or avert measurable industry downturns.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$2,955,088 Vol.
2026年12月31日
10%
$2,955,088 Vol.
2026年12月31日
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.
マーケット開始日: Nov 19, 2025, 7:23 PM ET
リゾルバー
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.
リゾルバー
0x65070BE91...Massive hyperscaler capital expenditures exceeding $1 trillion through 2026, paired with uncertain returns on large language model deployments, drive trader sentiment on whether the AI bubble bursts by year-end. Warnings from the Bank for International Settlements in June highlighted risks of an investment bust amid dot-com-like valuations, electricity bottlenecks, and circular financing among chipmakers, data center operators, and AI labs like OpenAI. Recent Chinese model releases matching top U.S. capabilities at lower prices, combined with June-July chip stock corrections and rising debt issuance, have sustained caution without yet meeting resolution thresholds like 50% Nvidia declines. Key upcoming catalysts include hyperscaler earnings reports, data center lease obligations due in 2027, and any further regulatory or competitive shifts that could accelerate or avert measurable industry downturns.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日



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