Trader sentiment on the "AI bubble burst" remains cautious but not panicked, driven by blockbuster funding rounds defying profitability skeptics: OpenAI closed a $122 billion raise at an $852 billion post-money valuation just days ago, while Anthropic secured $30 billion in February at $380 billion, fueling a $178 billion Q1 foundational AI investment surge. These inflows highlight sustained capital commitment amid competitive races for artificial intelligence dominance, yet mounting pressures from exploding data center energy costs—potentially doubling electricity prices—and NVIDIA's volatile stock amid optimization woes and rivals like AMD erode enthusiasm. No burst has materialized, with implied probabilities hovering around 20% for 2026; watch Big Tech earnings, energy policy shifts, and model capability demos for catalysts.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jourLa bulle de l'IA a éclaté par... ?
La bulle de l'IA a éclaté par... ?
$2,541,166 Vol.
31 décembre 2026
16%
$2,541,166 Vol.
31 décembre 2026
16%
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...Résultat proposé: Non
Aucune contestation
Résultat final: Non
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...Résultat proposé: Non
Aucune contestation
Résultat final: Non
Trader sentiment on the "AI bubble burst" remains cautious but not panicked, driven by blockbuster funding rounds defying profitability skeptics: OpenAI closed a $122 billion raise at an $852 billion post-money valuation just days ago, while Anthropic secured $30 billion in February at $380 billion, fueling a $178 billion Q1 foundational AI investment surge. These inflows highlight sustained capital commitment amid competitive races for artificial intelligence dominance, yet mounting pressures from exploding data center energy costs—potentially doubling electricity prices—and NVIDIA's volatile stock amid optimization woes and rivals like AMD erode enthusiasm. No burst has materialized, with implied probabilities hovering around 20% for 2026; watch Big Tech earnings, energy policy shifts, and model capability demos for catalysts.
Résumé expérimental généré par IA à partir des données Polymarket · Mis à jour
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