Trader consensus on Polymarket heavily favors no AI bubble burst by year-end 2026, with an implied 11% probability for yes, reflecting sustained big tech capital expenditures exceeding $650 billion this year amid robust demand for AI infrastructure. Recent Q1 2026 earnings from NVIDIA, Microsoft, Alphabet, and others showed revenue beats and raised capex guidance, underscoring ongoing investments in data centers and GPUs despite energy cost pressures and profitability concerns. No resolution triggers—such as NVIDIA's stock dropping 50% from its all-time high or H100 rental prices plunging below $1—have materialized, with semiconductor indices like SOXX remaining resilient. Upcoming Q2 earnings and AI safety summits could test sentiment, but the wisdom of crowds sees enduring AI adoption over near-term collapse.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · ОбновленоПузырь ИИ лопнул...?
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$2,754,563 Объем
31 декабря 2026 года
11%
$2,754,563 Объем
31 декабря 2026 года
11%
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.
Открытие рынка: 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 heavily favors no AI bubble burst by year-end 2026, with an implied 11% probability for yes, reflecting sustained big tech capital expenditures exceeding $650 billion this year amid robust demand for AI infrastructure. Recent Q1 2026 earnings from NVIDIA, Microsoft, Alphabet, and others showed revenue beats and raised capex guidance, underscoring ongoing investments in data centers and GPUs despite energy cost pressures and profitability concerns. No resolution triggers—such as NVIDIA's stock dropping 50% from its all-time high or H100 rental prices plunging below $1—have materialized, with semiconductor indices like SOXX remaining resilient. Upcoming Q2 earnings and AI safety summits could test sentiment, but the wisdom of crowds sees enduring AI adoption over near-term collapse.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено
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