Polymarket traders assign roughly 30% implied probability to an AI bubble burst by December 31, 2026, defined strictly as three concurrent triggers in a 90-day window—such as NVIDIA stock dropping 50% from its all-time high, the SOXX semiconductor ETF falling 40%, OpenAI bankruptcy or acquisition, H100 GPU rental prices crashing below $1 daily, or a major AI hardware supplier like TSMC halving in value—none of which have occurred despite earlier quarterly markets resolving No. Sustained artificial intelligence demand drives resilience, with exploding usage causing model nerfs from compute shortages and TSMC's January guidance projecting 30% 2026 revenue growth on data center booms. Analyst warnings persist over capex concentration in hyperscalers, NVIDIA's GPU stockpiles, and energy constraints, amplified by recent NVIDIA CEO comments hinting at curbed investments in OpenAI and Anthropic. Watch NVIDIA's May 20 earnings and upcoming large language model releases for catalysts on growth sustainability.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · AtualizadoA bolha da IA estourou por...?
A bolha da IA estourou por...?
$2,803,953 Vol.
31 de dezembro de 2026
24%
$2,803,953 Vol.
31 de dezembro de 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.
Mercado Aberto: 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...Polymarket traders assign roughly 30% implied probability to an AI bubble burst by December 31, 2026, defined strictly as three concurrent triggers in a 90-day window—such as NVIDIA stock dropping 50% from its all-time high, the SOXX semiconductor ETF falling 40%, OpenAI bankruptcy or acquisition, H100 GPU rental prices crashing below $1 daily, or a major AI hardware supplier like TSMC halving in value—none of which have occurred despite earlier quarterly markets resolving No. Sustained artificial intelligence demand drives resilience, with exploding usage causing model nerfs from compute shortages and TSMC's January guidance projecting 30% 2026 revenue growth on data center booms. Analyst warnings persist over capex concentration in hyperscalers, NVIDIA's GPU stockpiles, and energy constraints, amplified by recent NVIDIA CEO comments hinting at curbed investments in OpenAI and Anthropic. Watch NVIDIA's May 20 earnings and upcoming large language model releases for catalysts on growth sustainability.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado
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Cuidado com os links externos.
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