Recent reports of OpenAI missing revenue targets, disclosed on April 28, 2026, have intensified trader scrutiny on artificial intelligence return on investment, driving declines in partner stocks like Oracle and select chipmakers while highlighting hyperscalers' projected $700 billion in 2026 AI infrastructure capex amid lagging monetization. Despite year-to-date losses exceeding $1.3 trillion across Microsoft, Amazon, and Alphabet—coupled with concerns over energy costs and profitless $660 billion AI spending—leading firms like NVIDIA maintain multi-trillion-dollar valuations on robust datacenter demand and sustained model scaling. Polymarket traders reflect low near-term burst probabilities, buoyed by infrastructure momentum, but upcoming Q1 earnings from big tech could catalyze shifts if ROI disappoints further.
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...?
$2,761,814 Vol.
31 de dezembro de 2026
12%
$2,761,814 Vol.
31 de dezembro de 2026
12%
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...Recent reports of OpenAI missing revenue targets, disclosed on April 28, 2026, have intensified trader scrutiny on artificial intelligence return on investment, driving declines in partner stocks like Oracle and select chipmakers while highlighting hyperscalers' projected $700 billion in 2026 AI infrastructure capex amid lagging monetization. Despite year-to-date losses exceeding $1.3 trillion across Microsoft, Amazon, and Alphabet—coupled with concerns over energy costs and profitless $660 billion AI spending—leading firms like NVIDIA maintain multi-trillion-dollar valuations on robust datacenter demand and sustained model scaling. Polymarket traders reflect low near-term burst probabilities, buoyed by infrastructure momentum, but upcoming Q1 earnings from big tech could catalyze shifts if ROI disappoints further.
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
Cuidado com os links externos.
Cuidado com os links externos.
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