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If the research firm’s $190 billion taker volume estimate proves accurate, it’d represent a more than eightfold increase from the $22 billion taker turnover seen last year.

Potentially boding well for the Macquarie forecast are at least two factors. First, there are signs of turnover increases across a variety of yes/no exchanges. Second, volume surged to start September with those spikes arriving even before the NFL season kicked off.

As Macquarie analyst Chad Beynon points out, prediction markets generated $4.3 billion in taker volume during the first week of September without any help from the NFL, building on momentum from the 2026 World Cup. However, the NFL’s impact was immediate, with taker volume hitting a daily record during Week 1 of the campaign.

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“Giving bettors more ways to personalise their wagers around the players and moments they care about was a big takeaway from the tournament and one which continues to inform Kambi’s development of cutting-edge sports betting products,” Lamb says.

Kambi is now rolling out AI trading across other sports, including basketball, ice hockey and American football. Its longer-term ambition extends beyond automating established processes to using the technology to create products that could not previously be delivered at scale.

The aim is an on-demand sportsbook capable of offering the right bet to the right customer at the right time. Lamb believes Kambi’s network of more than 70 partners provides an important advantage in pursuing that goal. More than €17 billion in annual liquidity and billions of bets placed each year give its models a depth of information that can improve pricing, risk management and product development.

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The company’s existing businesses have achieved Level 4 accreditation under the World Lottery Association’s responsible gaming framework – the highest possible level.

Robert Chvátal, Allwyn’s chief executive officer, said appointment aligned with the group’s long-term vision to embed integrity and player safety across its products and markets.

“Player protection is something I live and breathe and I look forward to implementing that passion at scale across Allwyn,” Rodano added.