Recent funding momentum and AI infrastructure demand have kept Anthropic, OpenAI, Stripe, and ByteDance tightly bunched near 40-41% implied probability for the largest August valuation increase, while Databricks trails at 25.5% after its July 16 announcement of a strategic round at $188 billion. The AI labs benefit from sustained investor appetite for large language model scaling and enterprise adoption, with OpenAI’s March $852 billion round and Anthropic’s May $965 billion close establishing elevated baselines that make further percentage jumps harder without fresh catalysts. Stripe’s February $159 billion tender and ByteDance’s post-restructuring secondary activity at $550 billion highlight fintech stability and regulatory clarity as alternative drivers. Traders see near-term August upside hinging on possible secondary sales, partnership announcements, or compute capacity deals, with the tight spread reflecting uncertainty over which firm executes first amid comparable market conditions.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourDatabricks 44%
Anthropic 0
OpenAI 0
Stripe 0

Databricks
26%

Anthropic
42%

OpenAI
42%

Stripe
42%

ByteDance
41%
Databricks 44%
Anthropic 0
OpenAI 0
Stripe 0

Databricks
26%

Anthropic
42%

OpenAI
42%

Stripe
42%

ByteDance
41%
NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on the calendar date following the specified month, this market may remain open until 11:59 PM ET on the third business day following the specified month. If no further data is released by that time, the market will resolve according to the latest available data.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the specified date, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).
If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-07-31&view=change&companies=company-3e197763-4ff8-4d8c-bd1f-cc2792937757%2Ccompany-30839e0b-2730-4495-839f-1bf638fa9cca%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f%2Ccompany-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-f364d2ab-34b7-48c9-a2b7-af62da804953). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If two or more companies have the same unrounded percentage increase in valuation at resolution, and that percentage increase is the highest among all companies in the market, the market will resolve to the company with the highest valuation.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Marché ouvert : Aug 5, 2026, 5:43 AM ET
Resolver
0x69c47De9D...NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on the calendar date following the specified month, this market may remain open until 11:59 PM ET on the third business day following the specified month. If no further data is released by that time, the market will resolve according to the latest available data.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the specified date, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).
If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-07-31&view=change&companies=company-3e197763-4ff8-4d8c-bd1f-cc2792937757%2Ccompany-30839e0b-2730-4495-839f-1bf638fa9cca%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f%2Ccompany-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-f364d2ab-34b7-48c9-a2b7-af62da804953). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If two or more companies have the same unrounded percentage increase in valuation at resolution, and that percentage increase is the highest among all companies in the market, the market will resolve to the company with the highest valuation.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Resolver
0x69c47De9D...Recent funding momentum and AI infrastructure demand have kept Anthropic, OpenAI, Stripe, and ByteDance tightly bunched near 40-41% implied probability for the largest August valuation increase, while Databricks trails at 25.5% after its July 16 announcement of a strategic round at $188 billion. The AI labs benefit from sustained investor appetite for large language model scaling and enterprise adoption, with OpenAI’s March $852 billion round and Anthropic’s May $965 billion close establishing elevated baselines that make further percentage jumps harder without fresh catalysts. Stripe’s February $159 billion tender and ByteDance’s post-restructuring secondary activity at $550 billion highlight fintech stability and regulatory clarity as alternative drivers. Traders see near-term August upside hinging on possible secondary sales, partnership announcements, or compute capacity deals, with the tight spread reflecting uncertainty over which firm executes first amid comparable market conditions.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour


Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes