Polymarket traders price a 24% implied probability for an AI bubble burst by December 31, 2026—defined as three or more triggers like NVIDIA stock dropping 50% from its all-time high, SOXX ETF falling 40%, OpenAI bankruptcy or acquisition, H100 GPU rentals crashing below $1 daily, or major supplier stocks halving—reflecting robust Q1 2026 venture funding topping $255 billion, including OpenAI's $122 billion round at $852 billion valuation and Anthropic's $30 billion infusion amid Claude Code's agentic productivity gains in coding. No criteria have triggered yet, bolstered by surging data center demand despite 69 U.S. jurisdictions imposing bans over power and water strains. Skeptics cite OpenAI's projected $143 billion cumulative losses and NVIDIA GPU stockpiles, with Q1 earnings on May 20 as the next key catalyst for capex signals.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$2,826,400 交易量
2026年12月31日
23%
$2,826,400 交易量
2026年12月31日
23%
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.
市场开放时间: 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 price a 24% implied probability for an AI bubble burst by December 31, 2026—defined as three or more triggers like NVIDIA stock dropping 50% from its all-time high, SOXX ETF falling 40%, OpenAI bankruptcy or acquisition, H100 GPU rentals crashing below $1 daily, or major supplier stocks halving—reflecting robust Q1 2026 venture funding topping $255 billion, including OpenAI's $122 billion round at $852 billion valuation and Anthropic's $30 billion infusion amid Claude Code's agentic productivity gains in coding. No criteria have triggered yet, bolstered by surging data center demand despite 69 U.S. jurisdictions imposing bans over power and water strains. Skeptics cite OpenAI's projected $143 billion cumulative losses and NVIDIA GPU stockpiles, with Q1 earnings on May 20 as the next key catalyst for capex signals.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
常见问题