Polymarket traders put only 9% odds on AI bubble bursting by end of 2026

Polymarket · x · 2026-10-26

Following Musk's warning about AI neocloud collapse, Polymarket's "AI bubble burst" market shows just 9% odds by December 31, 2026 (23% by mid-2027), with $3.1M+ volume. The market description cites CoreWeave's 16%+ bond yields, Oracle debt pressure, the IMF's $1.4T circular financing warning, and slowing frontier-lab revenue as trader concerns — yet most traders still bet the bubble holds.

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