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%

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Science and Technology
Google share of spend on Nov 2, 2026 (Vercel)
kalshi

What will Google's share of spend be?

Oct 29, 2026, 12:00 PM EST - Nov 3, 2026, 10:00 AM EST
Total volume:
$116
Volume 24h:
$44N/A
Liquidity:
N/AN/A
Open interest:
$44
100%

Above 7.8%

 - Kalshi

Above 7.8% - Kalshi

1W

News

Positive

Negative

Neutral

Hover marker for details

Vol.

·

Resolves Nov 3, 2026

Time left: 08h:59m:36s

Google Vercel share of AI Gateway spend across the top labs above 7.8%

7%chance
Amount

$

Trade on
kalshi

Trade on Kalshi

Join Kalshi and score $25 for your first trade.At 7¢ buys you 1,429 shares | Odds: 7% Total Payout: $1,429 | Net Profit: $1,329 Multiplier: 14.29x | ROI: 1,329% | APY: N/A Illiquid market
You will be redirected to the platform to complete this trade.
Outcome
Trade
Chance %
Price
Spread
Liquidity
Volume
24h
7d
Open Interest
Ends in
Result
kalshi

Above 7.8%

Trade
7%
Yes 100¢No 100¢
100¢
N/A
$3
0%
N/A
$3
8h 59m
Active
kalshi

Above 7.2%

7%
Yes 100¢No 100¢
100¢
N/A
$2
0%
N/A
$2
8h 59m
Active
kalshi

Above 8.2%

1%
87%
Yes 100¢No 100¢
100¢
N/A
$111
54%
N/A
$39
8h 59m
Active
kalshi

Above 8.4%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
kalshi

Above 8.6%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
kalshi

Above 9.0%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
kalshi

Above 9.6%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
kalshi

Above 10.1%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
kalshi

Above 11.4%

N/A
N/A
100¢
N/A
N/A
N/A
N/A
N/A
8h 59m
Active
Total markets: 9

Description

This event tracks the proportion of AI development resources allocated by Google to Vercel during a specific month. It reflects potential shifts in technology partnerships and infrastructure choices among leading research institutions. The outcome depends on whether Google's usage of Vercel exceeds various threshold percentages.

Kalshi

All markets resolve based on the Google Vercel share of AI Gateway spend across the top labs for November 2, 2026. The share will be measured and rounded to one decimal place at 10:00 AM ET on November 3, 2026. Each market has a specific threshold (ranging from 7.2% to 11.4%); if the measured share exceeds the respective threshold, that market resolves to Yes. Kalshi will use the chart's updated value for November 2, 2026, to determine the outcome. Kalshi clarifies that it is not affiliated with Vercel, and all trademarks remain the property of their respective owners.

Frequently asked questions

On Kalshi, the dashboard for the Google Vercel spend share market tracks the current odds, price history, and 24-hour trading volume. Currently, volume is $44 and total volume to date is $116. You can see how traders are pricing the likelihood of different outcomes for Google’s share of spend with Vercel. The interface provides a visual representation of market sentiment and allows you to analyze trading activity over time. This helps users understand where the market currently stands and potential shifts in expectations.

Comparing prediction market odds to analyst forecasts reveals interesting insights into collective intelligence versus expert opinion. Currently, the prevailing sentiment in this market suggests a different outlook than many traditional analyst reports, which generally anticipate a more conservative estimate for Google’s Vercel spend share. This divergence highlights the market’s ability to incorporate a wider range of information and adapt quickly to new developments, potentially offering a more accurate forward-looking assessment than static analyst predictions. It's important to note that analysts may have different methodologies and access to varying data sets.

On Kalshi, this market is priced through a continuous double auction, meaning traders buy and sell contracts representing different potential outcomes for Google’s Vercel spend share. The price of each contract reflects the market’s probability assessment of that outcome. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. As more traders participate, the prices adjust to reflect the collective wisdom of the crowd. This dynamic pricing mechanism ensures that the market odds are constantly updated based on the latest information and sentiment. The current top outcome reflects the highest probability as determined by traders on Kalshi.

This market resolves around Nov 3, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on Vercel’s publicly reported data regarding Google’s share of spend on their platform as of November 2, 2026. This data will be assessed against established criteria to determine the final outcome of the market. Traders will then be paid out based on the final outcome and their positions in the market. The resolution process aims to provide a transparent and objective determination of the market’s outcome.

Several signals or events could significantly move this market before its resolution. Major announcements from Google or Vercel regarding their partnership, changes in the competitive landscape of AI gateways, or significant shifts in developer preferences could all impact trader sentiment. Unexpected technological breakthroughs or regulatory changes affecting cloud infrastructure spending could also play a role. Furthermore, any news related to the adoption rates of Vercel’s AI Gateway by top AI labs would likely cause fluctuations in the market as traders adjust their expectations based on new information.