Increasing supply from TSMC's Blackwell ramp, improved HBM3e availability, and expanding neo-cloud capacity (Spheron, Lambda, Runpod) are pressuring B200 rental rates downward from mid-2026 peaks near $6/hr toward the $3–5 range by Q4. Hyperscalers maintain premiums while competitive providers and spot instances accelerate compression, though frontier AI training and inference demand continues absorbing new clusters. The closely matched market odds reflect uncertainty over how quickly additional inventory arrives versus sustained enterprise commitments, with provider tier, contract length, and utilization rates as the main swing factors traders are weighing.
Eksperimental na AI-generated summary na nire-reference ang Polymarket data. Hindi ito trading advice at wala itong papel sa kung paano nire-resolve ang market na ito. · Na-updateGPU rental prices (B200) end of October?
$6.50+ 29%
$5.00-$5.50 21%
$5.50-$6.00 19%
$6.00-$6.50 16%
<$4.50
12%
$4.50-$5.00
11%
$5.00-$5.50
21%
$5.50-$6.00
19%
$6.00-$6.50
16%
$6.50+
29%
$6.50+ 29%
$5.00-$5.50 21%
$5.50-$6.00 19%
$6.00-$6.50 16%
<$4.50
12%
$4.50-$5.00
11%
$5.00-$5.50
21%
$5.50-$6.00
19%
$6.00-$6.50
16%
$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.
Binuksan ang Market: Aug 11, 2026, 7:31 PM ET
Resolution Source
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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Increasing supply from TSMC's Blackwell ramp, improved HBM3e availability, and expanding neo-cloud capacity (Spheron, Lambda, Runpod) are pressuring B200 rental rates downward from mid-2026 peaks near $6/hr toward the $3–5 range by Q4. Hyperscalers maintain premiums while competitive providers and spot instances accelerate compression, though frontier AI training and inference demand continues absorbing new clusters. The closely matched market odds reflect uncertainty over how quickly additional inventory arrives versus sustained enterprise commitments, with provider tier, contract length, and utilization rates as the main swing factors traders are weighing.
Eksperimental na AI-generated summary na nire-reference ang Polymarket data. Hindi ito trading advice at wala itong papel sa kung paano nire-resolve ang market na ito. · Na-update
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