Trader consensus on Polymarket leans against an imminent AI bubble burst, with implied probabilities favoring later timelines amid accelerating infrastructure spending—Goldman Sachs forecasts $765 billion in annual AI capex for 2026, potentially exceeding $1 trillion by 2027, backed by Big Tech's robust April cloud earnings from Google, Microsoft, and Amazon. Q1 venture funding shattered records at $300 billion globally, concentrating in AI startups, while NVIDIA and hyperscalers commit billions despite high valuations (e.g., NVIDIA at 37x forward earnings) and warnings of overinvestment from VCs like Bill Gurley. Energy shortages and ROI scrutiny persist as risks, but no crash has hit; monitor Q2 earnings and datacenter utilization reports for catalysts.
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... ?
$2,805,481 Vol.
31 décembre 2026
24%
$2,805,481 Vol.
31 décembre 2026
24%
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...Trader consensus on Polymarket leans against an imminent AI bubble burst, with implied probabilities favoring later timelines amid accelerating infrastructure spending—Goldman Sachs forecasts $765 billion in annual AI capex for 2026, potentially exceeding $1 trillion by 2027, backed by Big Tech's robust April cloud earnings from Google, Microsoft, and Amazon. Q1 venture funding shattered records at $300 billion globally, concentrating in AI startups, while NVIDIA and hyperscalers commit billions despite high valuations (e.g., NVIDIA at 37x forward earnings) and warnings of overinvestment from VCs like Bill Gurley. Energy shortages and ROI scrutiny persist as risks, but no crash has hit; monitor Q2 earnings and datacenter utilization reports for catalysts.
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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