Trader consensus on Polymarket assigns just a 10% implied probability to an AI bubble burst by December 31, 2026—defined as three or more severe indicators like a 50% drop in NVIDIA stock or collapsed AI valuations—despite early 2026 headwinds. Big Tech hyperscalers like Microsoft, Amazon, Alphabet, and Meta shed over $1.3 trillion in market cap year-to-date amid 12-20% share declines, 90% AI startup failures, and NVIDIA's $150 billion GPU inventory buildup signaling potential demand softening. Yet, sustained momentum from record Q1 venture funding (including massive OpenAI and Anthropic rounds), $650-725 billion projected AI capex, and cheaper Chinese models like DeepSeek compressing costs have bolstered sentiment. Key catalysts ahead: Q2 earnings revealing ROI on infrastructure spend and energy constraint resolutions.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$2,754,530 交易量
2026年12月31日
10%
$2,754,530 交易量
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.
市场开放时间: 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 just a 10% implied probability to an AI bubble burst by December 31, 2026—defined as three or more severe indicators like a 50% drop in NVIDIA stock or collapsed AI valuations—despite early 2026 headwinds. Big Tech hyperscalers like Microsoft, Amazon, Alphabet, and Meta shed over $1.3 trillion in market cap year-to-date amid 12-20% share declines, 90% AI startup failures, and NVIDIA's $150 billion GPU inventory buildup signaling potential demand softening. Yet, sustained momentum from record Q1 venture funding (including massive OpenAI and Anthropic rounds), $650-725 billion projected AI capex, and cheaper Chinese models like DeepSeek compressing costs have bolstered sentiment. Key catalysts ahead: Q2 earnings revealing ROI on infrastructure spend and energy constraint resolutions.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
常见问题