Strong hyperscaler and AI developer demand continues to outpace even the accelerating Blackwell B200 supply ramp, driving recent rental price increases that underpin the 71% market-implied probability of higher July rates. June data showed B200 on-demand tiers rising from roughly $3.81 to $5.64 per hour across providers as availability tightened, with indexes reflecting 20-22% gains over the prior quarter. Persistent factors include multi-million-unit backlogs, improved but still constrained HBM3e and TSMC 4NP yields, and forward commitments by major cloud operators that limit spot market releases. While longer-term production gains could ease pressure later in 2026, near-term catalysts such as sustained large-language-model training workloads and limited new neocloud inventory keep upward momentum intact through the month.
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。 · 更新日上がる
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This market will resolve to "Down" if the Ornn B200 Index finalized price displayed for the last calendar day of the specified month is lower than the finalized price displayed for the most recent calendar day prior to the specified month.
If the two specified prices are exactly equal, this market will resolve 50-50. Prices will be used exactly as published by Ornn, without rounding.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as both specified prices are finalized. If price for the last calendar day of the specified month has not been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the most recent data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered. Revisions made after all relevant data points have been finalized will not be considered.
マーケット開始日: Jul 10, 2026, 10:26 AM ET
Resolver
0x65070BE91...This market will resolve to "Down" if the Ornn B200 Index finalized price displayed for the last calendar day of the specified month is lower than the finalized price displayed for the most recent calendar day prior to the specified month.
If the two specified prices are exactly equal, this market will resolve 50-50. Prices will be used exactly as published by Ornn, without rounding.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as both specified prices are finalized. If price for the last calendar day of the specified month has not been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the most recent data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Strong hyperscaler and AI developer demand continues to outpace even the accelerating Blackwell B200 supply ramp, driving recent rental price increases that underpin the 71% market-implied probability of higher July rates. June data showed B200 on-demand tiers rising from roughly $3.81 to $5.64 per hour across providers as availability tightened, with indexes reflecting 20-22% gains over the prior quarter. Persistent factors include multi-million-unit backlogs, improved but still constrained HBM3e and TSMC 4NP yields, and forward commitments by major cloud operators that limit spot market releases. While longer-term production gains could ease pressure later in 2026, near-term catalysts such as sustained large-language-model training workloads and limited new neocloud inventory keep upward momentum intact through the month.
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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