Tech

AI bubble burst in 2026?

8% say yes

Down 2 points today.

Decided by major news reports, by December 31, 2026.

Each share pays $1 if it happens, so 8¢ means about an 8% chance.

Research, not advice. Prices from Polymarket’s international site, not available in the US.

The short version

If that hasn’t happened by the deadline (December 31, 2026), the answer is No. Yes wins if: The AI industry experiences an industry downturn by the specified date, 11:59 PM .

Possible results

YesThe event in the question happens before the deadline.8%
What has to happen
The AI industry experiences an industry downturn by the specified date, 11:59 PM ET.
NoThe deadline passes without it happening.92%
What has to happen
That doesn’t happen by December 31, 2026.

The one trap

The rules don’t list special cases like delays or cancellations. The venue’s own rules decide anything unusual.

Price chart

Yes 8%No 92%

-Yes chance

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The details

Rule note: the announcement countsNo single official source

Fine-print risk

High (55/100)

settles on the official announcement

Pro adds the exact price, today’s change in points, buyers vs sellers in dollars, the price chart and every recorded move. See Pro

Official source: settlement runs on Consensus of credible reporting (no single named data provider). Has no single feed: settlement relies on consensus reporting. No recorded moves for this market yet.
Fine print: A qualifying official announcement settles Yes; implementation is not required. Deadline: Thu, Dec 31, 2026, 11:59 PM ET.

Source named: Consensus of credible reporting (not a tracked official feed, no release history)

Standardized read of public order book, official-source and contract-rule data, identical for every viewer. It describes the data and is not a recommendation. The venue’s published rules control settlement.

Full rules text on file (Polymarket)

This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No". 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.

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