TOTAL VOLUME:
$154.6b
24H VOL:
$333,432,169
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,971,286,090
419,492
Markets across
40,634
events
MATCHED EVENTS:
4,654
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Closed: Oct 2, 11:59 PM EST
Kalshi
This event tracks the proportion of AI processing requests handled by DeepSeek through Vercel's infrastructure on a specific future date. It reflects potential shifts in how leading research institutions choose their technology providers for artificial intelligence computations. The outcome depends on whether DeepSeek's usage surpasses various percentage thresholds.
All markets resolve based on the DeepSeek Vercel share of AI Gateway requests from top laboratories on October 2, 2026. Kalshi will determine the outcome at 10:00 AM ET on October 3, 2026, using the officially recorded value rounded to one decimal place. Each market has a distinct threshold—ranging from 11.1% to 17.8%—and resolves to 'Yes' only if the measured share exceeds its specific benchmark. All markets operate independently, meaning a higher threshold market cannot resolve to 'Yes' unless its individual condition is met, regardless of outcomes for other thresholds. Kalshi explicitly disclaims any official association with Vercel, and all related trademarks remain property of their respective owners.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence differs from expert opinion. Often, this market demonstrates a different perspective than traditional polls or expert predictions, potentially incorporating a wider range of information and anticipating shifts in sentiment. It's important to note that analysts may focus on different factors or have inherent biases, while this market reflects the aggregated views of numerous participants actively trading on Kalshi. This dynamic can lead to discrepancies and opportunities for informed decision-making.
On Kalshi, this market is priced through a continuous double auction, where traders buy and sell contracts representing potential outcomes. The price of each contract reflects the market’s assessment of the probability of that outcome occurring. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. The more traders believe an outcome is likely, the higher the contract price will climb, and vice versa. This creates a dynamic pricing mechanism that constantly adjusts based on new information and participant sentiment regarding DeepSeek's future request share.
This market resolves around Oct 3, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. Specifically, the resolution will depend on the percentage of requests handled by DeepSeek through Vercel on October 2, 2026, as reported by Vercel. The final market price will reflect the accuracy of the market’s predictions compared to the actual outcome. Traders will then be able to see how their insights aligned with the eventual results.
Several signals or events could significantly move this market before Oct 3, 2026. Major announcements from Vercel or DeepSeek regarding their partnership, updates on DeepSeek’s model performance, or shifts in the broader AI landscape could all influence trading activity. Unexpected advancements in competing AI models or changes in Vercel’s infrastructure could also impact expectations. Furthermore, any news regarding the adoption rate of DeepSeek’s technology among Vercel users will likely be closely watched by traders in this market.