Trader consensus on Polymarket prices a mere 13% implied probability for an AI bubble burst by December 31, 2026, reflecting robust funding flows and sustained demand for AI infrastructure despite high-profile setbacks. OpenAI's March 2026 shutdown of its Sora video generation tool—following a failed $1 billion Disney partnership—and projections of $14 billion in annual losses have fueled bubble fears, yet these fall short of the market's strict resolution criteria requiring three simultaneous triggers like a 50% NVIDIA stock drop from all-time highs or H100 GPU rental prices plunging below $1. Record Q1 venture funding exceeding prior quarters, NVIDIA's strong earnings beats, and escalating capital expenditures to $500 billion underscore competitive positioning among labs like Anthropic and xAI. Upcoming catalysts include Q2 earnings from semis giants and potential frontier model releases could further solidify sentiment against a near-term downturn.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhậtBong bóng AI bùng nổ bởi...?
Bong bóng AI bùng nổ bởi...?
$2,748,719 KL.
31 tháng 12, 2026
13%
$2,748,719 KL.
31 tháng 12, 2026
13%
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.
Thị trường mở: 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 prices a mere 13% implied probability for an AI bubble burst by December 31, 2026, reflecting robust funding flows and sustained demand for AI infrastructure despite high-profile setbacks. OpenAI's March 2026 shutdown of its Sora video generation tool—following a failed $1 billion Disney partnership—and projections of $14 billion in annual losses have fueled bubble fears, yet these fall short of the market's strict resolution criteria requiring three simultaneous triggers like a 50% NVIDIA stock drop from all-time highs or H100 GPU rental prices plunging below $1. Record Q1 venture funding exceeding prior quarters, NVIDIA's strong earnings beats, and escalating capital expenditures to $500 billion underscore competitive positioning among labs like Anthropic and xAI. Upcoming catalysts include Q2 earnings from semis giants and potential frontier model releases could further solidify sentiment against a near-term downturn.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật
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