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Technology · Open for opinions

Will any of the nine major big tech companies announce a cut of more than 10% in their AI capex plan for the second half of 2026?

The high cost of artificial intelligence challenges the cash reserves of big techs, which have already committed trillions to AI… 21 opinions, 52% No

  • Yes — 48%
  • No — 52%

Deadline: November 30, 2026 at 12:00 AM UTC · 21 opinions

Resolution rules

The high cost of artificial intelligence challenges the cash reserves of big techs, which have already committed trillions to AI infrastructure, putting pressure on margins and raising investor questions about returns.

Source: www.instagram.com

Frequently asked questions about this event

How is this event resolved?

Resolve como 'Sim' se ao menos uma das nove grandes empresas de tecnologia (Microsoft, Google/Alphabet, Amazon, Meta, Apple, Nvidia, Oracle, Tesla ou IBM) divulgar em relatório trimestral oficial (10-Q ou earnings call) redução superior a 10% em seu guidance de capex voltado a IA para o segundo semestre de 2026, comparado ao guidance anterior. Fonte: SEC EDGAR ou transcrição oficial de earnings. Caso contrário, resolve como 'Não'.

How are points scored?

Points depend on the share of votes your side had when you gave your opinion. Being right earns 100 minus that share. Being wrong costs that share.

Right now No has 52% of the votes: an opinion on it that turns out right earns about 48 points, a wrong one costs about 52.

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