Trader consensus assigns a 66% implied probability to B200 GPU rental prices finishing 2026 above $7.00 per hour, driven by persistent supply constraints and robust AI demand that have kept median on-demand rates near $6.50–$7.70 recently. Blackwell production remains limited by CoWoS advanced packaging bottlenecks and HBM memory shortages, with new capacity largely pre-booked through year-end and lead times stretching into 2027. Providers such as Nebius have announced October price hikes of up to 21% on B200 instances, underscoring supplier pricing power amid elevated utilization. While spot and marketplace tiers trade lower, guaranteed capacity continues to command premiums as hyperscalers and neoclouds absorb output. Upcoming catalysts include NVIDIA’s production updates and hyperscaler earnings that could clarify whether incremental GB200/GB300 volumes ease tightness before December.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$7.00+ 66%
$6.50-$7.00 16.0%
$6.00-$6.50 8%
$5.50-$6.00 6%
$79,241 Vol.
$79,241 Vol.
<$3.00
1%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
2%
$4.50-$5.00
<1%
$5.00-$5.50
3%
$5.50-$6.00
6%
$6.00-$6.50
8%
$6.50-$7.00
16%
$7.00+
66%
$7.00+ 66%
$6.50-$7.00 16.0%
$6.00-$6.50 8%
$5.50-$6.00 6%
$79,241 Vol.
$79,241 Vol.
<$3.00
1%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
2%
$4.50-$5.00
<1%
$5.00-$5.50
3%
$5.50-$6.00
6%
$6.00-$6.50
8%
$6.50-$7.00
16%
$7.00+
66%
If the recorded data falls exactly between two brackets, this market will resolve to the higher bracket.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The specified finalized daily value shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
Resolution will occur once the specified data point is finalized. If the relevant data is not finalized by the end of the 7th calendar day after the specified date (ET), this market will resolve according to the latest data available at that time. Revisions made after the relevant figure has been finalized will not be considered.
Pasar Dibuka: Jul 10, 2026, 10:14 AM ET
Resolver
0x69c47De9D...If the recorded data falls exactly between two brackets, this market will resolve to the higher bracket.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The specified finalized daily value shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
Resolution will occur once the specified data point is finalized. If the relevant data is not finalized by the end of the 7th calendar day after the specified date (ET), this market will resolve according to the latest data available at that time. Revisions made after the relevant figure has been finalized will not be considered.
Resolver
0x69c47De9D...Trader consensus assigns a 66% implied probability to B200 GPU rental prices finishing 2026 above $7.00 per hour, driven by persistent supply constraints and robust AI demand that have kept median on-demand rates near $6.50–$7.70 recently. Blackwell production remains limited by CoWoS advanced packaging bottlenecks and HBM memory shortages, with new capacity largely pre-booked through year-end and lead times stretching into 2027. Providers such as Nebius have announced October price hikes of up to 21% on B200 instances, underscoring supplier pricing power amid elevated utilization. While spot and marketplace tiers trade lower, guaranteed capacity continues to command premiums as hyperscalers and neoclouds absorb output. Upcoming catalysts include NVIDIA’s production updates and hyperscaler earnings that could clarify whether incremental GB200/GB300 volumes ease tightness before December.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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