Traders see a tight contest among these AI and infrastructure leaders for the largest valuation increase by September 2026, with implied probabilities clustered near 49-50 percent reflecting comparable momentum. OpenAI and Anthropic stand out for explosive revenue run rates exceeding $40 billion and $65 billion respectively, backed by recent multibillion-dollar raises and IPO filings that underscore enterprise adoption of large language models. Databricks has accelerated to a $190 billion mark on $7 billion-plus annualized revenue from AI data platforms, while Stripe’s $159 billion baseline benefits from payments scale and AI infrastructure acquisitions. ByteDance’s confirmed $330 billion level faces upside in secondary trading near $500-600 billion but contends with regulatory and geopolitical variables. Upcoming IPO windows and capability benchmarks remain key swing factors in this neck-and-neck race.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · ОновленоOpenAI 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.
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.
Ринок відкрито: Aug 31, 2026, 6:46 PM ET
Вирішувач
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.
Вирішувач
0x69c47De9D...Traders see a tight contest among these AI and infrastructure leaders for the largest valuation increase by September 2026, with implied probabilities clustered near 49-50 percent reflecting comparable momentum. OpenAI and Anthropic stand out for explosive revenue run rates exceeding $40 billion and $65 billion respectively, backed by recent multibillion-dollar raises and IPO filings that underscore enterprise adoption of large language models. Databricks has accelerated to a $190 billion mark on $7 billion-plus annualized revenue from AI data platforms, while Stripe’s $159 billion baseline benefits from payments scale and AI infrastructure acquisitions. ByteDance’s confirmed $330 billion level faces upside in secondary trading near $500-600 billion but contends with regulatory and geopolitical variables. Upcoming IPO windows and capability benchmarks remain key swing factors in this neck-and-neck race.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено


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