Trader consensus on Polymarket implies just a 10% probability of an AI bubble bursting by December 31, 2026, driven by record $297 billion in Q1 venture funding to AI startups—81% of global totals—fueling infrastructure buildouts despite profitability concerns. Recent warnings from economists and VCs like Benchmark's Bill Gurley highlight escalating data center costs, a $207 billion OpenAI funding gap, and unproven ROI on trillion-dollar capex, yet NVIDIA and hyperscaler stocks remain resilient amid Blackwell GPU adoption. No major downturn has materialized, with AI hype sustaining valuations; watch Q2 earnings, energy price spikes, and regulatory scrutiny on AI safety for potential sentiment shifts.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoBańka sztucznej inteligencji pękła...?
Bańka sztucznej inteligencji pękła...?
$2,748,175 Wol.
31 grudnia 2026
10%
$2,748,175 Wol.
31 grudnia 2026
10%
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.
Rynek otwarty: 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 implies just a 10% probability of an AI bubble bursting by December 31, 2026, driven by record $297 billion in Q1 venture funding to AI startups—81% of global totals—fueling infrastructure buildouts despite profitability concerns. Recent warnings from economists and VCs like Benchmark's Bill Gurley highlight escalating data center costs, a $207 billion OpenAI funding gap, and unproven ROI on trillion-dollar capex, yet NVIDIA and hyperscaler stocks remain resilient amid Blackwell GPU adoption. No major downturn has materialized, with AI hype sustaining valuations; watch Q2 earnings, energy price spikes, and regulatory scrutiny on AI safety for potential sentiment shifts.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano
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