Supply constraints and uneven production ramps for NVIDIA's Blackwell B200 GPUs keep rental markets balanced across price tiers near term. As of mid-2026, on-demand rates span roughly $3.70–$14 per hour depending on provider, with neo-cloud medians near $5–$6 and limited spot availability pulling some quotes lower. TSMC's output increases and new capacity from partners like Lambda and CoreWeave introduce downward pressure, yet persistent enterprise demand, power-delivery bottlenecks, and multi-month lead times for full clusters sustain upward support. Key swing factors include the pace of GB200 NVL deployments, hyperscaler contract allocations versus public spot markets, and any last-minute shifts in AI training workloads before September. Traders see these offsetting forces producing a contested range without clear directional catalysts in the next eight weeks.
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<5.50ドル 28%
$6.50~$7.00 26%
$7.00~$7.50 26%
$6.00~$6.50 24%
<5.50ドル
28%
$5.50〜$6.00
20%
$6.00~$6.50
24%
$6.50~$7.00
26%
$7.00~$7.50
26%
$7.50以上
17%
<5.50ドル 28%
$6.50~$7.00 26%
$7.00~$7.50 26%
$6.00~$6.50 24%
<5.50ドル
28%
$5.50〜$6.00
20%
$6.00~$6.50
24%
$6.50~$7.00
26%
$7.00~$7.50
26%
$7.50以上
17%
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 30, 2026, 11:34 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...Supply constraints and uneven production ramps for NVIDIA's Blackwell B200 GPUs keep rental markets balanced across price tiers near term. As of mid-2026, on-demand rates span roughly $3.70–$14 per hour depending on provider, with neo-cloud medians near $5–$6 and limited spot availability pulling some quotes lower. TSMC's output increases and new capacity from partners like Lambda and CoreWeave introduce downward pressure, yet persistent enterprise demand, power-delivery bottlenecks, and multi-month lead times for full clusters sustain upward support. Key swing factors include the pace of GB200 NVL deployments, hyperscaler contract allocations versus public spot markets, and any last-minute shifts in AI training workloads before September. Traders see these offsetting forces producing a contested range without clear directional catalysts in the next eight weeks.
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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