AI bubble burst in 2026?
market:
Yes 17¢ / No 83¢
· liquidity $17,322 · ends 2027-01-01
·
market page ↗
Turns on whether 'down 50% from its all-time high' means current price ≤ 50% of historical peak, or if measurement varies.
no published read yet — crux identified, evidence gathering
Resolution rules (verbatim)
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.
Percentage decline phrasing is standard in finance, but 'all-time high' reference point (fixed vs. live) and primary source ('consensus' vs. objective exchange data) create minor ambiguity.
Disputed precedents with similar wording
Past markets that went through UMA dispute and share wording patterns with this
market's crux (keyword match v0 — precedent engine is early).
Kodiak FDV above $50M one day after launch?
resolved NO
DISPUTED · 2027-01-01
Backpack FDV above $200M one day after launch?
resolved YES
DISPUTED · 2027-01-01
Machine-readable
This dossier updates continuously. JSON: /m/ai-industry-downturn-by-december-31-2026-857.json.
Oracle precedent matches are rolling out.