Polymarket traders assign an 83% implied probability against an AI bubble bursting by December 31, 2026, as no three resolution triggers—such as Nvidia stock dropping 50% from its all-time high, OpenAI bankruptcy, or H100 GPU rental prices falling below $1 daily—have materialized amid robust demand. Hyperscalers like Microsoft and Alphabet continue massive capital expenditures exceeding $650 billion for 2026 on data centers and AI infrastructure, bolstering Nvidia's record Q4 fiscal 2026 revenue of $68 billion, up 20% quarter-over-quarter. Bubble warnings from investors like Jeremy Grantham persist over energy costs and ROI uncertainty, but competitive AI advancements from OpenAI and Anthropic sustain sentiment. Watch Q1 earnings from Nvidia and peers for profitability signals that could shift trader consensus.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourLa bulle de l'IA a éclaté par... ?
La bulle de l'IA a éclaté par... ?
$2,551,910 Vol.
31 décembre 2026
17%
$2,551,910 Vol.
31 décembre 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.
Marché ouvert : 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 assign an 83% implied probability against an AI bubble bursting by December 31, 2026, as no three resolution triggers—such as Nvidia stock dropping 50% from its all-time high, OpenAI bankruptcy, or H100 GPU rental prices falling below $1 daily—have materialized amid robust demand. Hyperscalers like Microsoft and Alphabet continue massive capital expenditures exceeding $650 billion for 2026 on data centers and AI infrastructure, bolstering Nvidia's record Q4 fiscal 2026 revenue of $68 billion, up 20% quarter-over-quarter. Bubble warnings from investors like Jeremy Grantham persist over energy costs and ROI uncertainty, but competitive AI advancements from OpenAI and Anthropic sustain sentiment. Watch Q1 earnings from Nvidia and peers for profitability signals that could shift trader consensus.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour
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