Trader consensus on Polymarket assigns just a 10% implied probability to an AI bubble burst by December 31, 2026, reflecting robust fundamentals amid persistent hype concerns. NVIDIA's Q1 fiscal 2026 earnings delivered 78% year-over-year revenue growth, fueled by unrelenting data center demand for AI accelerators, while broader tech sector earnings per share surged 44%, underscoring real commercial traction beyond speculation. Escalating power shortages and transformer delays threaten half of planned 2026 U.S. data centers, yet no three resolution triggers—like NVDA dropping 50% from its all-time high or SOXX falling 40%—have materialized in any 90-day window. Watch April 29 earnings from Microsoft, Amazon, Alphabet, and Meta for capex guidance, as sustained infrastructure spending could prolong the boom or expose profitability strains.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · ОновленоБульбашка ШІ розірвалася на...?
Бульбашка ШІ розірвалася на...?
$2,748,175 Обс.
31 грудня 2026 року
10%
$2,748,175 Обс.
31 грудня 2026 року
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.
Ринок відкрито: 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 assigns just a 10% implied probability to an AI bubble burst by December 31, 2026, reflecting robust fundamentals amid persistent hype concerns. NVIDIA's Q1 fiscal 2026 earnings delivered 78% year-over-year revenue growth, fueled by unrelenting data center demand for AI accelerators, while broader tech sector earnings per share surged 44%, underscoring real commercial traction beyond speculation. Escalating power shortages and transformer delays threaten half of planned 2026 U.S. data centers, yet no three resolution triggers—like NVDA dropping 50% from its all-time high or SOXX falling 40%—have materialized in any 90-day window. Watch April 29 earnings from Microsoft, Amazon, Alphabet, and Meta for capex guidance, as sustained infrastructure spending could prolong the boom or expose profitability strains.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено
Обережно з зовнішніми посиланнями.
Обережно з зовнішніми посиланнями.
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