On Polymarket, traders are pricing Anthropic as the clear favorite to be judged “best AI model” by end of July, with $5.76M matched and the leader sitting at 94.5% after a +10.5pp jump. The move lands as AI-infrastructure headlines stay hot, with a major AI-linked memory-chip supplier debuting on Wall Street, opening at $170 per share and raising $26.5 billion after reaching a $1 trillion valuation in May, amid surging demand for DRAM and high-bandwidth memory and a shortage that could last until 2030. Polymarket’s leading pick is Anthropic at 94.5% implied odds, compared to Google at 4.85% and OpenAI at 1.55%. Resolution is set for 2026-07-31, with the latest snapshot showing 84.0% in the historical summary after a short-term reversal signal. The board shows extreme concentration: Anthropic Yes 94.5% / No 5.5%, versus Google Yes 4.85% / No 95.15% and OpenAI Yes 1.55% / No 98.45%. The historical summary flags weakening consensus and a reversal_detected=true signal: latest_odds are 84.0% versus an avg_last_5 of 92.4, alongside -2.5pp over both 24h and 7d.