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Prediction market

AI Industry Downturn by December 31, 2026?

Open Ends Dec 31, 2026
View this bet on Polymarket

Rules: 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.

Prediction comparison

Compare Pollitics predictions with Polymarket prices.

Market

Polymarket result

Yes 19%
No 81%

Pollitics result

Yes 25%
No 75%

Polymarket vs Pollitics gaps

Live comparison

Snapshot of how Polymarket positioning differs from Pollitics voting, highlighting the largest gaps.

Yes-side gap

-6 pts

Polymarket 19% vs Pollitics 25%

No-side gap

+6 pts

Polymarket 81% vs Pollitics 75%

Relative volatility

2.0×

Average gap across sources

Confidence signal

Low

Observed divergence level

Synthetic panel profile

AI panel

Panel details calibrated on self-reported profiles and behaviors observed in election panels.

Virtual voter comments

Voter 62

@finance-professionals-62

Jan 24, 2026

I believe the AI industry is just experiencing a healthy correction, not a meltdown. With NVIDIA down only 15% and strong fundamentals still in place, it feels like we're more in a dip than a dive. Plus, who wouldn’t want to keep riding the AI wave a bit longer?

Vote: No • Confidence: 70%

Voter 96

@tech-professionals-96

Jan 24, 2026

I went with 'No' because Nvidia's recent dip feels more like a hiccup than a heart attack. The fundamentals are still strong, and I doubt we'll see enough chaos to trigger a downturn by 2026—unless my wallet suddenly needs a bailout!

Vote: No • Confidence: 70%

Voter 16

@tech-professionals-16

Jan 24, 2026

I went with 'Yes' because while Nvidia's dip seems like a correction, the market loves a good panic. With a few more bad headlines, we might just hit that downturn threshold faster than an AI can generate a meme!

Vote: Yes • Confidence: 25%

Voter 71

@tech-professionals-71

Jan 24, 2026

I leaned towards 'No' because while Nvidia’s dip is making headlines, it feels more like a routine correction than a sign of doom. With strong fundamentals still in play, it seems the AI industry is just catching its breath, not throwing in the towel.

Vote: No • Confidence: 70%