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Data from Polymarket, Kalshi, Limitless & Hyperliquid

AI Markets550 markets

What $79.1M in prediction market bets says about the AI race — model releases, IPOs, AGI, and more.

Who Has the Best AI?

Markets bet on which company will have the top-ranked AI model at each deadline. Prices reflect the probability each contender comes out on top.

2027

1OpenAIKL
57%
2xAIKL
39%
3DeepSeekKL
25%
4MetaKL
16%
5AlibabaKL
14%
6BaiduKL
11%
7NvidiaKL
5%

March 2026

1OpenAIPMKL
49%
2AnthropicPMKL
49%
3GooglePMKL
45%

April 2026

1AnthropicPM
82%
2GooglePM
7%
3OpenAIPM
3%
4

June 2026

1AnthropicPM
55%
2GooglePM
23%
3OpenAIPM
11%
4

December 2026

1AnthropicKL
48%
2GoogleKL
26%
3OpenAIKL
14%
4xAIKL

Model Release Timeline

When will the next generation of AI models drop? Prediction markets price the probability of each release deadline.

Claude 5

March 31, 20264%polymarket$997KApril 30, 202622%polymarket$258K

IPO & Acquisitions

Will OpenAI go public? Who gets acquired? Markets price the odds of major AI business moves.

Will Perplexity AI be acquired before 2027: Perplexity AI

polymarket$2.4M volume
30%

Will GitLab be acquired before 2027: GitLab

polymarket$1.1M volume
23%

OpenAI IPO closing market cap above $1T: $1T

polymarket$1.0M volume

Industry Signals

Macro bets on tech layoffs, AI regulation, NVIDIA's dominance, and whether AI is in a bubble.

More tech layoffs in 2026 than in 2025?

kalshi$7.5M volume
88%

Will NVIDIA be the largest company in the world by market cap on March 31: NVIDIA

polymarket$2.0M volume
99%

AI Industry Downturn by December 31, 2026: December 31, 2026

polymarket$1.8M volume

Autonomy & Robotics

Tesla Optimus, robotaxis, and the Musk empire — prediction markets on the physical AI frontier.

Tesla Optimus on sale before 2027: Before 2027

kalshi$249K volume
28%

Tesla and SpaceX merger officially announced by June 30?

polymarket$128K volume
10%

Will Tesla launch robotaxis in California by June 30?

polymarket$77K volume
Crypto Markets →Cross-Platform Comparison →All Tech Markets →

FAQ

What prediction markets cover the AI race?

Polymarket and Kalshi both offer markets on which company will have the best AI model, when new models like GPT-6 and Claude 5 will be released, and whether companies like OpenAI will IPO. These markets aggregate millions of dollars in bets to produce real-time probability estimates.

Who does the market think has the best AI model right now?

Based on current prediction market prices, Anthropic's Claude is favored as the best AI model for March 2026. The market shows more uncertainty for later in the year, with Google and OpenAI as the main challengers.

When will GPT-6 be released?

Prediction markets currently show GPT-5.5 as very likely by mid-2026, while GPT-6 has a notable chance of launching before GTA VI (July 2026). Check the Model Release Timeline section for the latest probability estimates.

Will OpenAI IPO in 2026?

Prediction markets show meaningful probability of an OpenAI IPO by end of 2026, with bets on whether the company would reach a $1 trillion market cap. See the IPO & Acquisitions section for current odds.

4
xAI
PMKL
2%
5DeepSeekPM
1%
6AlibabaPM
0%
7BaiduPM
0%
8MistralPM
0%
xAI
PM
2%
5DeepSeekPM
2%
6ByteDancePM
1%
7AlibabaPM
1%
8MeituanPM
1%
DeepSeek
PM
8%
5xAIPM
7%
6MeituanPM
4%
7NvidiaPM
3%
8AlibabaPM
1%
11%
5MetaKL
2%
6AlibabaKL
2%
7BaiduKL
1%
March 15, 2026
0%
polymarket
$217K

DeepSeek V4

March 150%polymarket$815KMarch 315%polymarket$526KMarch 210%polymarket$38KApril 1561%polymarket$35K

GPT-6

Before GTA VI59%polymarket$611KMarch 31, 20260%polymarket$136KJune 30, 202621%polymarket$74KDecember 31, 202678%polymarket$30K

Gemini 3.5

March 311%polymarket$537KMay 3125%polymarket$84KJune 3041%polymarket$76KApril 3011%polymarket$71K

GPT-5.5

June 30, 202687%polymarket$167KApril 30, 202658%polymarket$120KApril 15, 202638%polymarket$899

Claude 4

March 315%polymarket$23KMay 3154%polymarket$16KJune 3055%polymarket$7K
48%

Will Lovable be acquired before 2027: Lovable

polymarket$928K volume
26%

Will OpenAI be acquired before 2027: OpenAI

polymarket$572K volume
10%

Will SpaceX's market cap be greater than $1T at market close on IPO day: 1T+

polymarket$487K volume
91%

Will SpaceX not IPO by December 31, 2027: No IPO before 2028

polymarket$483K volume
6%

Will OpenAI’s market cap be between $1.25T and $1.5T at market close on IPO day: 1.25T–1.5T

polymarket$479K volume
4%

Databricks IPO before 2027: Databricks

polymarket$441K volume
32%

SpaceX (Space Exploration Technologies Corp.) IPO before 2027: SpaceX

polymarket$412K volume
84%

Will OpenAI IPO by December 31 2026: December 31, 2026

polymarket$404K volume
37%

Will SpaceX's market cap be between $900B and $1T at market close on IPO day: 900B–1T

polymarket$303K volume
1%

Will SpaceX's market cap be between $800B and $900B at market close on IPO day: 800B–900B

polymarket$303K volume
1%

Will OpenAI have the highest IPO Market Cap 2026: OpenAI

polymarket$292K volume
5%

When will SpaceX IPO: Before Apr 1, 2026

kalshi$277K volume
1%

Will OpenAI not IPO by December 31, 2026: No IPO by December 31, 2026

polymarket$266K volume
66%

Will OpenAI’s market cap be less than $500B at market close on IPO day: <500B

polymarket$254K volume
5%

OpenAI $1t+ IPO before 2027?

polymarket$240K volume
23%

Will SpaceX's market cap be less than $500B at market close on IPO day: <500B

polymarket$239K volume
1%

Will SpaceX's market cap be between $700B and $800B at market close on IPO day: 700B–800B

polymarket$238K volume
0%

OpenAI IPO closing market cap above $1.2T: $1.2T

polymarket$229K volume
40%

SpaceX IPO closing market cap above $1T: >$1T

polymarket$225K volume
93%

Will Anthropic’s market cap be $600B or greater at market close on IPO day: 600B+

polymarket$225K volume
2%

Will SpaceX's market cap be between $500B and $600B at market close on IPO day: 500B–600B

polymarket$221K volume
1%

When will SpaceX IPO: Before Jun 1, 2026

kalshi$216K volume
14%

Will SpaceX's market cap be between $600B and $700B at market close on IPO day: 600B–700B

polymarket$215K volume
1%

Will OpenAI IPO by June 30 2026: June 30, 2026

polymarket$214K volume
4%

Will Anthropic’s market cap be less than $100B at market close on IPO day: <100B

polymarket$189K volume
0%

OpenAI IPO before 2027: OpenAI

polymarket$182K volume
38%

SpaceX IPO closing market cap above $1.2T: >$1.2T

polymarket$174K volume
85%
23%

Will NVIDIA be the largest company in the world by market cap on June 30: NVIDIA

polymarket$594K volume
81%

AI Industry Downturn by March 31, 2026: March 31, 2026

polymarket$264K volume
1%

Will NVIDIA be the third-largest company in the world by market cap on April 30: NVIDIA

polymarket$245K volume
6%

Will NVIDIA be the largest company in the world by market cap on December 31: NVIDIA

polymarket$239K volume
67%

Will NVIDIA be the second-largest company in the world by market cap on March 31: NVIDIA

polymarket$182K volume
0%

Will NVIDIA be the third-largest company in the world by market cap on March 31: NVIDIA

polymarket$83K volume
0%

Will NVIDIA be the largest company in the world by market cap on April 30: NVIDIA

polymarket$61K volume
93%

AI regulation by 2027: By Jan 1, 2027

kalshi$33K volume
26%
14%

Tesla and xAI merger officially announced by June 30?

polymarket$56K volume
11%