Trader consensus on Polymarket assigns low implied probability to an AI bubble burst by December 31, 2026—requiring three harsh downturn signals like NVIDIA stock falling 50% from its all-time high, OpenAI bankruptcy, or H100 rentals crashing below $1 per day within a 90-day window—despite fresh headwinds. Reports from the past week reveal half of planned AI datacenters delayed or canceled amid acute power shortages, spurring Microsoft, Meta, and Google to build natural gas plants for infrastructure needs. Yet, NVIDIA's recent $30 billion investment in OpenAI and projected $1 trillion-plus capex through 2030 sustain competitive momentum in semiconductors and large language model training. Big Tech Q1 earnings calls this month could catalyze shifts if returns disappoint against soaring costs.
Resumen experimental generado por IA con datos de Polymarket · Actualizado$2,541,166 Vol.
31 dic 2026
31 de diciembre de 2026
16%
$2,541,166 Vol.
31 de diciembre de 2026
$1,953,170 Vol.
16%
This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No".
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.Trader consensus on Polymarket assigns low implied probability to an AI bubble burst by December 31, 2026—requiring three harsh downturn signals like NVIDIA stock falling 50% from its all-time high, OpenAI bankruptcy, or H100 rentals crashing below $1 per day within a 90-day window—despite fresh headwinds. Reports from the past week reveal half of planned AI datacenters delayed or canceled amid acute power shortages, spurring Microsoft, Meta, and Google to build natural gas plants for infrastructure needs. Yet, NVIDIA's recent $30 billion investment in OpenAI and projected $1 trillion-plus capex through 2030 sustain competitive momentum in semiconductors and large language model training. Big Tech Q1 earnings calls this month could catalyze shifts if returns disappoint against soaring costs.
This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No".
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.
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
Volumen
$2,541,166Fecha de finalización
31 dic 2026Mercado abierto
Nov 19, 2025, 7:23 PM ETResolver
0x65070BE91...Resultado propuesto: No
Sin disputa
Resultado final: No
This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No".
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.Trader consensus on Polymarket assigns low implied probability to an AI bubble burst by December 31, 2026—requiring three harsh downturn signals like NVIDIA stock falling 50% from its all-time high, OpenAI bankruptcy, or H100 rentals crashing below $1 per day within a 90-day window—despite fresh headwinds. Reports from the past week reveal half of planned AI datacenters delayed or canceled amid acute power shortages, spurring Microsoft, Meta, and Google to build natural gas plants for infrastructure needs. Yet, NVIDIA's recent $30 billion investment in OpenAI and projected $1 trillion-plus capex through 2030 sustain competitive momentum in semiconductors and large language model training. Big Tech Q1 earnings calls this month could catalyze shifts if returns disappoint against soaring costs.
This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No".
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.
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.
Volumen
$2,541,166Fecha de finalización
31 dic 2026Mercado abierto
Nov 19, 2025, 7:23 PM ETResolver
0x65070BE91...Resultado propuesto: No
Sin disputa
Resultado final: No
Trader consensus on Polymarket assigns low implied probability to an AI bubble burst by December 31, 2026—requiring three harsh downturn signals like NVIDIA stock falling 50% from its all-time high, OpenAI bankruptcy, or H100 rentals crashing below $1 per day within a 90-day window—despite fresh headwinds. Reports from the past week reveal half of planned AI datacenters delayed or canceled amid acute power shortages, spurring Microsoft, Meta, and Google to build natural gas plants for infrastructure needs. Yet, NVIDIA's recent $30 billion investment in OpenAI and projected $1 trillion-plus capex through 2030 sustain competitive momentum in semiconductors and large language model training. Big Tech Q1 earnings calls this month could catalyze shifts if returns disappoint against soaring costs.
Resumen experimental generado por IA con datos de Polymarket · Actualizado
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