NVIDIA's B200 Blackwell GPUs remain supply-constrained in August 2026, with most high-volume allocations locked to hyperscalers and forward orders from Microsoft, Google, Meta, and Amazon extending into 2027. This keeps median on-demand rental rates near $6.00–$6.77 per hour across providers like Lambda, RunPod, and Nebius, while spot and neocloud listings trade lower at $3.50–$5.00. Trader consensus around the $5.50–$6.50 band reflects the gradual TSMC production ramp and limited neocloud inventory, offset by sustained AI training and inference demand. Key swing factors through late October include any acceleration in public cloud capacity releases or further enterprise commitments that could compress or sustain premiums on SXM variants.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoGPU rental prices (B200) end of October?
$6.50+ 29%
$5.00-$5.50 21%
$5.50-$6.00 19%
$6.00-$6.50 17%
<$4.50
12%
$4.50-$5.00
10%
$5.00-$5.50
21%
$5.50-$6.00
19%
$6.00-$6.50
17%
$6.50+
29%
$6.50+ 29%
$5.00-$5.50 21%
$5.50-$6.00 19%
$6.00-$6.50 17%
<$4.50
12%
$4.50-$5.00
10%
$5.00-$5.50
21%
$5.50-$6.00
19%
$6.00-$6.50
17%
$6.50+
29%
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.
Rynek otwarty: Aug 11, 2026, 7:31 PM ET
Źródło rozstrzygnięcia
https://dashboard.ornnai.com/computeResolver
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.
Źródło rozstrzygnięcia
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...NVIDIA's B200 Blackwell GPUs remain supply-constrained in August 2026, with most high-volume allocations locked to hyperscalers and forward orders from Microsoft, Google, Meta, and Amazon extending into 2027. This keeps median on-demand rental rates near $6.00–$6.77 per hour across providers like Lambda, RunPod, and Nebius, while spot and neocloud listings trade lower at $3.50–$5.00. Trader consensus around the $5.50–$6.50 band reflects the gradual TSMC production ramp and limited neocloud inventory, offset by sustained AI training and inference demand. Key swing factors through late October include any acceleration in public cloud capacity releases or further enterprise commitments that could compress or sustain premiums on SXM variants.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano
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