Recent supply improvements at TSMC and easing HBM3e constraints have expanded B200 availability, while new providers like RunPod and Lambda intensify competition and push spot rates lower from June peaks near $6 per hour. Trader sentiment remains split because sustained frontier-model training demand could stabilize or lift on-demand pricing into the $7-plus range by late August, yet further B300 displacement and neocloud capacity additions create downside risk. Key swing factors include hyperscaler allocation shifts and any fresh enterprise commitments that could tighten near-term supply.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$7.00-$7.50 28%
$6.00-$6.50 27%
$6.50-$7.00 27%
<$5.50 16%
<$5.50
16%
$5.50-$6.00
16%
$6.00-$6.50
28%
$6.50-$7.00
27%
$7.00-$7.50
28%
$7.50以上
12%
$7.00-$7.50 28%
$6.00-$6.50 27%
$6.50-$7.00 27%
<$5.50 16%
<$5.50
16%
$5.50-$6.00
16%
$6.00-$6.50
28%
$6.50-$7.00
27%
$7.00-$7.50
28%
$7.50以上
12%
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.
市場開放時間: Jul 30, 2026, 11:34 AM ET
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.
Recent supply improvements at TSMC and easing HBM3e constraints have expanded B200 availability, while new providers like RunPod and Lambda intensify competition and push spot rates lower from June peaks near $6 per hour. Trader sentiment remains split because sustained frontier-model training demand could stabilize or lift on-demand pricing into the $7-plus range by late August, yet further B300 displacement and neocloud capacity additions create downside risk. Key swing factors include hyperscaler allocation shifts and any fresh enterprise commitments that could tighten near-term supply.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於

警惕外部連結哦。
警惕外部連結哦。
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