Big Tech hyperscalers' projected trillion-dollar AI capital expenditures through 2026, driven by competition among OpenAI, Anthropic, Google, and Microsoft to advance large language models and infrastructure, have fueled trader concerns reflected in the market. The Bank for International Settlements highlighted risks of disappointing returns on these investments, supply bottlenecks in power and chips, and potential for a sudden pullback akin to past tech manias, amid recent stock volatility in names like Oracle and SpaceX. Ongoing model releases, safety testing initiatives, and earnings disclosures on capex versus monetization will serve as key near-term catalysts, with traders weighing whether sustained adoption or economic headwinds determine the timeline for any burst in sentiment.
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...?
$2,966,152 Wol.
31 grudnia 2026
9%
$2,966,152 Wol.
31 grudnia 2026
9%
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
Rozstrzygający
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.
Rozstrzygający
0x65070BE91...Big Tech hyperscalers' projected trillion-dollar AI capital expenditures through 2026, driven by competition among OpenAI, Anthropic, Google, and Microsoft to advance large language models and infrastructure, have fueled trader concerns reflected in the market. The Bank for International Settlements highlighted risks of disappointing returns on these investments, supply bottlenecks in power and chips, and potential for a sudden pullback akin to past tech manias, amid recent stock volatility in names like Oracle and SpaceX. Ongoing model releases, safety testing initiatives, and earnings disclosures on capex versus monetization will serve as key near-term catalysts, with traders weighing whether sustained adoption or economic headwinds determine the timeline for any burst in sentiment.
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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