Sustained concerns over mismatched AI investment and returns are shaping trader views on the "AI bubble burst by...?" market, where December 31, 2026 holds the highest implied probability at 22%. Massive data-center spending by OpenAI and hyperscalers—projected to exceed $2.5 trillion globally in 2026—continues against limited demonstrated productivity gains, as a February 2026 NBER study found most firms reporting no workplace impact despite optimistic executive forecasts. Circular financing among AI firms and persistent operating losses through at least 2028 heighten correction risks, while July 2026 model releases such as Claude Opus 5, Gemini 3.6 Flash, and OpenAI's Astra agent family sustain competitive momentum. Upcoming earnings reports and potential Federal Reserve rate shifts could quickly influence sentiment as traders weigh hype against actual revenue trajectories.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$2,920,416 交易量
2026年12月31日
22%
$2,920,416 交易量
2026年12月31日
22%
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.
市場開放時間: 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...Sustained concerns over mismatched AI investment and returns are shaping trader views on the "AI bubble burst by...?" market, where December 31, 2026 holds the highest implied probability at 22%. Massive data-center spending by OpenAI and hyperscalers—projected to exceed $2.5 trillion globally in 2026—continues against limited demonstrated productivity gains, as a February 2026 NBER study found most firms reporting no workplace impact despite optimistic executive forecasts. Circular financing among AI firms and persistent operating losses through at least 2028 heighten correction risks, while July 2026 model releases such as Claude Opus 5, Gemini 3.6 Flash, and OpenAI's Astra agent family sustain competitive momentum. Upcoming earnings reports and potential Federal Reserve rate shifts could quickly influence sentiment as traders weigh hype against actual revenue trajectories.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於



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