TOTAL VOLUME:
$154.8b
24H VOL:
$244,077,041
24H TRANSACTIONS:
2,985,204,718
OPEN INTEREST:
$1,901,278,909
407,043
Markets across
39,548
events
MATCHED EVENTS:
4,422
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Closed: Oct 12, 11:59 PM EST
Kalshi
This event tracks the proportion of AI processing requests handled by Google through Vercel on a specific future date. It reflects potential shifts in how leading research institutions allocate their computational resources among cloud service providers. The outcome depends on whether Google's share surpasses various threshold percentages.
All markets resolve based on the Google Vercel share of AI Gateway requests from top labs on October 12, 2026, measured and rounded to one decimal place. Kalshi will determine the final value at 10:00 AM ET on October 13, 2026, using an updated chart. Each market has a distinct threshold: if the measured share exceeds the specified percentage (11.6%, 12.6%, 14.0%, 14.4%, 15.5%, 16.5%, 17.1%, 18.1%, or 18.6%), that market resolves to Yes; otherwise, it resolves to No. Kalshi clarifies it holds no official affiliation with Vercel, and all referenced trademarks remain property of their respective owners.
Comparing prediction market odds to analyst forecasts offers a unique perspective on collective intelligence versus expert opinion. Often, this market demonstrates the wisdom of the crowd, potentially identifying insights that individual analysts might miss. While analysts rely on models and specific data points, this market aggregates diverse perspectives and real-time information. Discrepancies can arise due to differing assumptions, biases, or access to information, but generally, the market reflects a broad assessment of the likelihood of Google's performance in this scenario. It's a valuable tool for gauging overall expectations.
On Kalshi, this market is priced through a continuous double auction, where traders buy and sell contracts representing different possible outcomes for Google's share of requests. The price of each contract reflects the market's current assessment of its probability. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. Traders set the odds based on their own research, analysis, and expectations, creating a dynamic and responsive pricing mechanism. As more traders participate and new information emerges, the prices adjust to reflect the evolving consensus. This creates a real-time forecast of the event's outcome.
This market resolves around Oct 13, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The final share of requests handled by Google on the specified date will be the determining factor. The resolution will be based on data released by Vercel, and the market will settle to reflect whether Google’s share falls above or below the levels represented by the different contract prices currently available. This ensures a transparent and objective determination of the market's outcome.
Several signals or events could significantly move this market before resolution. Major announcements from Google or Vercel regarding infrastructure changes, new product launches, or shifts in their strategic partnership could impact predictions. Unexpected news related to server performance, network outages, or changes in user behavior could also cause price fluctuations. Furthermore, broader economic trends or shifts in the technology landscape could influence market sentiment. Any information that alters perceptions of Google’s capabilities or market position has the potential to move this market considerably.