Polymarket odds put chance of AI bubble bursting by June 2027 at 23%
Polymarket · x · 2026-11-12
Polymarket's official account posts current odds from its AI bubble prediction markets: a 23% chance the AI bubble bursts by June 30, 2027 (Yes at 23¢), versus just 6.4% by end of 2026, with over $3.6M in total volume.
Market context cites recent Democratic midterm gains heightening risks for AI infrastructure buildouts, a November selloff erasing trillions in market value, potential data-center moratoriums in Texas and Ohio threatening Microsoft, Google and Amazon capex, slower LLM revenue growth at firms like Anthropic, and persistent doubts over ROI from trillions in spending. Upcoming catalysts include earnings, state legislative sessions, and Fed rate signals.
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