Traders assign nearly equal probability across B200 rental price bands at end-2026 because supply growth and persistent AI demand remain closely balanced. Recent data show on-demand rates falling sharply from March peaks near $6/hr to the $3.70–$5.50 range by mid-2026 as TSMC yields improved, HBM3e availability eased, and new neocloud providers added inventory. Hyperscalers continue charging premiums while spot markets dip below $3/hr, highlighting fragmentation. Key swing factors include the pace of Blackwell Ultra B300 volume, hyperscaler capex commitments, and whether inference workloads absorb additional capacity without further price erosion. Resolution hinges on verifiable production ramps and provider pricing sheets through year-end.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$3.00未満 43%
$7.00以上 43%
$6.50~$7.00 25%
$5.50~$6.00 22%
$3.00未満
43%
$3.00~$3.50
21%
$3.50~$4.00
21%
$4.00~$4.50
21%
$4.50〜$5.00
21%
$5.00~$5.50
21%
$5.50~$6.00
22%
$6.00~$6.50
21%
$6.50~$7.00
25%
$7.00以上
43%
$3.00未満 43%
$7.00以上 43%
$6.50~$7.00 25%
$5.50~$6.00 22%
$3.00未満
43%
$3.00~$3.50
21%
$3.50~$4.00
21%
$4.00~$4.50
21%
$4.50〜$5.00
21%
$5.00~$5.50
21%
$5.50~$6.00
22%
$6.00~$6.50
21%
$6.50~$7.00
25%
$7.00以上
43%
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.
マーケット開始日: 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...Traders assign nearly equal probability across B200 rental price bands at end-2026 because supply growth and persistent AI demand remain closely balanced. Recent data show on-demand rates falling sharply from March peaks near $6/hr to the $3.70–$5.50 range by mid-2026 as TSMC yields improved, HBM3e availability eased, and new neocloud providers added inventory. Hyperscalers continue charging premiums while spot markets dip below $3/hr, highlighting fragmentation. Key swing factors include the pace of Blackwell Ultra B300 volume, hyperscaler capex commitments, and whether inference workloads absorb additional capacity without further price erosion. Resolution hinges on verifiable production ramps and provider pricing sheets through year-end.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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外部リンクに注意してください。
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