Trader consensus on Polymarket assigns an 11% implied probability to an AI bubble bursting by December 31, 2026, reflecting sustained Big Tech commitment to over $650 billion in annual capital expenditures for AI infrastructure like data centers and GPUs, despite early-2026 stock pullbacks—Microsoft down 20%, Amazon 15%, Alphabet 12%. Bearish signals include rising energy costs, Anthropic's decaying economics, and NVIDIA's $150 billion GPU warehousing, yet robust Q1 tech earnings growth projections (44% EPS) and Google's recent Cloud Next announcements of new AI processors underscore competitive momentum over deflation fears. Key catalysts ahead: Big Tech earnings on April 29, including CapEx guidance from Alphabet, Amazon, Meta, and Microsoft, which could validate ROI from AI deployments or expose scaling risks.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · AtualizadoA bolha da IA estourou por...?
A bolha da IA estourou por...?
$2,761,381 Vol.
31 de dezembro de 2026
13%
$2,761,381 Vol.
31 de dezembro de 2026
13%
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.
Mercado Aberto: 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 an 11% implied probability to an AI bubble bursting by December 31, 2026, reflecting sustained Big Tech commitment to over $650 billion in annual capital expenditures for AI infrastructure like data centers and GPUs, despite early-2026 stock pullbacks—Microsoft down 20%, Amazon 15%, Alphabet 12%. Bearish signals include rising energy costs, Anthropic's decaying economics, and NVIDIA's $150 billion GPU warehousing, yet robust Q1 tech earnings growth projections (44% EPS) and Google's recent Cloud Next announcements of new AI processors underscore competitive momentum over deflation fears. Key catalysts ahead: Big Tech earnings on April 29, including CapEx guidance from Alphabet, Amazon, Meta, and Microsoft, which could validate ROI from AI deployments or expose scaling risks.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado
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