Traders see a near-even contest among Anthropic, OpenAI, Databricks, Stripe, and ByteDance because explosive AI demand has propelled all five to record private valuations amid rapid revenue scaling. Anthropic leads at a $965 billion mark after its May 2026 Series H, with a $65 billion annualized run rate driven by enterprise Claude API adoption, while OpenAI reaffirmed its $852 billion valuation in an August tender on a $40 billion-plus run rate and new advertising traction. Databricks surged to $190 billion in August on $7 billion-plus ARR growing over 80 percent year-over-year from its AI data platform. Stripe holds steady at $159 billion with consistent fintech volume growth, and ByteDance trades around $330 billion amid strong profits but TikTok regulatory uncertainty. IPO filings for the AI leaders and ongoing infrastructure spend represent the next resolution catalysts.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · ОбновленоOpenAI 50%
Databricks 50%
Stripe 50%
ByteDance 50%

OpenAI
50%

Databricks
50%

Stripe
50%

ByteDance
50%

Anthropic
49%
OpenAI 50%
Databricks 50%
Stripe 50%
ByteDance 50%

OpenAI
50%

Databricks
50%

Stripe
50%

ByteDance
50%

Anthropic
49%
NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
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If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
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If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-08-31&view=change&companies=company-3e197763-4ff8-4d8c-bd1f-cc2792937757%2Ccompany-30839e0b-2730-4495-839f-1bf638fa9cca%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f%2Ccompany-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-f364d2ab-34b7-48c9-a2b7-af62da804953). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If two or more companies have the same unrounded percentage increase in valuation at resolution, and that percentage increase is the highest among all companies in the market, the market will resolve to the company with the highest valuation.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Открытие рынка: Aug 31, 2026, 6:46 PM ET
Кто определяет исход
0x69c47De9D...NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on the calendar date following the specified month, this market may remain open until 11:59 PM ET on the third business day following the specified month. If no further data is released by that time, the market will resolve according to the latest available data.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a company completes an IPO or direct listing before the end of the specified month, this market will resolve according to the company's public market capitalization at the market close of the specified date.
Public market capitalization will be determined through appropriate calculation using the final official regular-hours closing prices published for the company's listed equities on its primary exchange for the specified date, multiplied by the company's total number of shares outstanding at the relevant time. If necessary, to accurately capture the company’s total market capitalization, rather than a stock-class-specific market capitalization, the calculation will include all outstanding share classes and apply any stated conversion ratios to the publicly traded class. Where no conversion right exists, such shares will be counted at their stated outstanding amount without discount, unless official filings explicitly specify differently. The number of outstanding shares will be determined from official company filings or disclosures (e.g., SEC filings).
If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/data?start_date=2026-08-31&view=change&companies=company-3e197763-4ff8-4d8c-bd1f-cc2792937757%2Ccompany-30839e0b-2730-4495-839f-1bf638fa9cca%2Ccompany-53787f17-a704-47a9-895a-cb54833bdb1f%2Ccompany-6edded11-6786-4392-9695-3cce6fda0de0%2Ccompany-f364d2ab-34b7-48c9-a2b7-af62da804953). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If two or more companies have the same unrounded percentage increase in valuation at resolution, and that percentage increase is the highest among all companies in the market, the market will resolve to the company with the highest valuation.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Кто определяет исход
0x69c47De9D...Traders see a near-even contest among Anthropic, OpenAI, Databricks, Stripe, and ByteDance because explosive AI demand has propelled all five to record private valuations amid rapid revenue scaling. Anthropic leads at a $965 billion mark after its May 2026 Series H, with a $65 billion annualized run rate driven by enterprise Claude API adoption, while OpenAI reaffirmed its $852 billion valuation in an August tender on a $40 billion-plus run rate and new advertising traction. Databricks surged to $190 billion in August on $7 billion-plus ARR growing over 80 percent year-over-year from its AI data platform. Stripe holds steady at $159 billion with consistent fintech volume growth, and ByteDance trades around $330 billion amid strong profits but TikTok regulatory uncertainty. IPO filings for the AI leaders and ongoing infrastructure spend represent the next resolution catalysts.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено


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