TOTAL VOLUME:
$154.8b
24H VOL:
$277,138,640
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,905,404,943
412,077
Markets across
39,838
events
MATCHED EVENTS:
4,526
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Closed: Oct 22, 11:59 PM EST
Kalshi
This event tracks the proportion of AI development resources allocated to Anthropic through Vercel by leading research institutions on a specific date. It reflects potential trends in AI infrastructure adoption and collaboration patterns among top labs. The outcome depends on whether Anthropic's share surpasses various percentage thresholds.
All markets resolve based on the Anthropic Vercel share of AI Gateway spend across the top labs for October 22, 2026. The share is measured and rounded to one decimal place. Resolution occurs at 10:00 AM ET on October 23, 2026, using the updated chart value for the previous day's spend. Each market has a specific threshold; if the measured share exceeds that threshold, the market resolves to Yes, otherwise No. All markets operate independently with distinct percentage requirements ranging from 30.6% to 42.8%. Kalshi clarifies it holds no official affiliation with Vercel, and all trademarks remain property of their respective owners.
Currently, it’s difficult to directly compare prediction market odds to specific analyst forecasts for Anthropic’s Vercel spend. However, generally, prediction markets often incorporate a wider range of information and perspectives than traditional forecasts. This market reflects the wisdom of the crowd, aggregating insights from individuals with diverse knowledge. If analysts predict a certain percentage, it will be interesting to see if this market’s probabilities align, diverge, or offer a different perspective on the likely outcome.
On Kalshi, this market is priced through a continuous double auction, where traders buy and sell contracts representing different possible outcomes. The price of a contract reflects the probability of that outcome occurring, as perceived by the market participants. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. Traders adjust their bids and asks based on new information and their own assessments, leading to a dynamic and evolving price. The current price indicates the market’s collective expectation of Anthropic’s Vercel spend on the specified date.
This market resolves around Oct 23, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on publicly available data regarding Anthropic’s reported spend with Vercel as of October 22, 2026. The specific percentage of spend will be determined by the data available at that time, and the market will settle to the closest corresponding outcome. Traders should monitor relevant news and announcements leading up to the resolution date.
Several signals or events could significantly move this market. Major announcements from Anthropic or Vercel regarding their partnership, changes in Anthropic’s overall cloud spending strategy, or significant developments in the AI landscape could all impact trader sentiment. News about competing AI companies and their cloud provider choices could also influence this market. Additionally, broader economic conditions and trends in the cloud computing market may play a role in shaping expectations about Anthropic’s Vercel spend.