Crene Logo
ClustersFactorsMethodologyAPIData
Crene
Platform
ClustersFactors
Data
MethodologyAPIOur Data
Sign inCreate account
Explore
ClustersFactorsData
Research
MethodologyAPI
Legal
TermsPrivacySupport
© 2026 Crene, Inc.
Back to clusterPart ofDoes realized enterprise economic adoption of generative AI materially lag AI infrastructure investment expansion by December 31, 2026?
Event · TECHNOLOGY

Will combined Big Tech 2026 capex be revised down by more than $30B mid-year?

Resolves Dec 31, 2026
38%probability

4-model average

LOWconfidence

building category history

—stability

loading

Mixedmodels

17pt spread

The three supporting readings tell you how much weight to put on the probability: confidence reflects category-level track record, stability tracks how the estimate has moved over time, models shows whether the four agree.

Belief trajectory

Loading belief trajectory...

Per-model probabilities

GPT-4o
45%+7 vs avg
Gemini
45%+7 vs avg
Claude
28%-10 vs avg
GrokGrok
35%-3 vs avg

Resolution criteria

SourceHyperscaler earnings calls and capex guidance updates 2026
CRENE-AIER-C050-20261231Generated May 14, 2026