Record Q1 2026 venture funding shattered records at $297 billion for artificial intelligence firms—including OpenAI's unprecedented $122 billion round, Anthropic's $30 billion, and xAI's $20 billion—driving Polymarket's low implied probability of around 20% for an AI bubble burst by December 31, 2026, as traders bet on sustained hyperscaler infrastructure investments despite profitability concerns. Magnificent Seven stocks like Microsoft (down 23% in Q1) and Nvidia (down 7% year-to-date) have pulled back amid reports of 95% generative AI project failures and rising model pricing from top labs, yet massive capital inflows signal enduring hype. Watch Nvidia's next earnings and escalating energy costs for potential sentiment swings.
Polymarketデータを参照したAI生成の実験的な要約 · 更新日$2,541,165 Vol.
2026年12月31日
16%
$2,541,165 Vol.
2026年12月31日
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.
マーケット開始日: 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...Record Q1 2026 venture funding shattered records at $297 billion for artificial intelligence firms—including OpenAI's unprecedented $122 billion round, Anthropic's $30 billion, and xAI's $20 billion—driving Polymarket's low implied probability of around 20% for an AI bubble burst by December 31, 2026, as traders bet on sustained hyperscaler infrastructure investments despite profitability concerns. Magnificent Seven stocks like Microsoft (down 23% in Q1) and Nvidia (down 7% year-to-date) have pulled back amid reports of 95% generative AI project failures and rising model pricing from top labs, yet massive capital inflows signal enduring hype. Watch Nvidia's next earnings and escalating energy costs for potential sentiment swings.
Polymarketデータを参照したAI生成の実験的な要約 · 更新日
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