Polymarket traders imply just an 18% probability of an AI bubble burst by December 31, 2026, under strict criteria demanding at least three concurrent shocks within 90 days—like NVIDIA stock plunging 50% from its all-time high or the SOXX semiconductor ETF dropping 40%. Recent strains, including OpenAI's April 9 halt of its UK Stargate data center over regulatory blocks and soaring energy costs, plus reports of nearly half of 2026 U.S. data centers delayed or scrapped, highlight capex overload and power grid bottlenecks curbing AI infrastructure expansion. Circular financing among hyperscalers like Microsoft, Oracle, and NVIDIA sustains momentum despite losses, but Q2 earnings and developer conferences could trigger volatility if revenue growth falters against trillion-dollar investments.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$2,550,700 Vol.
31 de diciembre de 2026
17%
$2,550,700 Vol.
31 de diciembre de 2026
17%
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 abierto: 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...Polymarket traders imply just an 18% probability of an AI bubble burst by December 31, 2026, under strict criteria demanding at least three concurrent shocks within 90 days—like NVIDIA stock plunging 50% from its all-time high or the SOXX semiconductor ETF dropping 40%. Recent strains, including OpenAI's April 9 halt of its UK Stargate data center over regulatory blocks and soaring energy costs, plus reports of nearly half of 2026 U.S. data centers delayed or scrapped, highlight capex overload and power grid bottlenecks curbing AI infrastructure expansion. Circular financing among hyperscalers like Microsoft, Oracle, and NVIDIA sustains momentum despite losses, but Q2 earnings and developer conferences could trigger volatility if revenue growth falters against trillion-dollar investments.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado
Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
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