**Strong supply constraints and sustained AI demand are anchoring trader expectations for B200 rental prices near or above $7 per GPU-hour by year-end.** Persistent TSMC CoWoS packaging and HBM3e memory bottlenecks, combined with multi-million-unit backlogs from hyperscalers, have kept on-demand medians around $6.50–$7.70 across providers as of mid-September 2026, with spot floors near $3.50 and hyperscaler rates exceeding $14. Recent provider actions, including Nebius’s planned 19% hike effective October 1, reflect tightening capacity amid rising inference and training workloads. Limited new Blackwell supply is expected to reach the market before December, supporting the market-implied 61% probability on the $7.00+ bracket while lower bands capture scenarios of faster neocloud expansion or demand moderation.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว$7.00+ 64%
$6.50-$7.00 15.7%
$6.00-$6.50 9%
$5.50-$6.00 6%
$79,201 ปริมาณ
$79,201 ปริมาณ
<$3.00
1%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
3%
$4.50-$5.00
<1%
$5.00-$5.50
4%
$5.50-$6.00
6%
$6.00-$6.50
9%
$6.50-$7.00
16%
$7.00+
64%
$7.00+ 64%
$6.50-$7.00 15.7%
$6.00-$6.50 9%
$5.50-$6.00 6%
$79,201 ปริมาณ
$79,201 ปริมาณ
<$3.00
1%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
3%
$4.50-$5.00
<1%
$5.00-$5.50
4%
$5.50-$6.00
6%
$6.00-$6.50
9%
$6.50-$7.00
16%
$7.00+
64%
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.
ตลาดเปิดเมื่อ: Jul 10, 2026, 10:14 AM ET
ผู้ตัดสินผล
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.
ผู้ตัดสินผล
0x69c47De9D...**Strong supply constraints and sustained AI demand are anchoring trader expectations for B200 rental prices near or above $7 per GPU-hour by year-end.** Persistent TSMC CoWoS packaging and HBM3e memory bottlenecks, combined with multi-million-unit backlogs from hyperscalers, have kept on-demand medians around $6.50–$7.70 across providers as of mid-September 2026, with spot floors near $3.50 and hyperscaler rates exceeding $14. Recent provider actions, including Nebius’s planned 19% hike effective October 1, reflect tightening capacity amid rising inference and training workloads. Limited new Blackwell supply is expected to reach the market before December, supporting the market-implied 61% probability on the $7.00+ bracket while lower bands capture scenarios of faster neocloud expansion or demand moderation.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว

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