**Supply ramp expectations versus persistent AI demand create the tight spread in B200 rental odds.** Current on-demand rates cluster around $5–$6.70 per GPU-hour across neo-clouds like Vast.ai, Lambda, and Spheron, with hyperscalers commanding premiums up to $14 amid tighter SLAs. Traders weigh improving TSMC 4NP yields and HBM3e capacity additions—projected to ease constraints by late 2026—against ongoing training and agentic inference workloads that have kept utilization elevated through mid-year. The narrow gap between the $6.50+ bucket and mid-range outcomes highlights uncertainty over whether additional Blackwell shipments and new provider inventory will compress prices below $5.50 by end-October or sustain levels near $6 amid continued large-model launches. Resolution hinges on verifiable Q3–Q4 capacity releases and utilization metrics rather than early-year spot discounts.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$5.00-$5.50 44%
$6.50以上 31%
$4.50-$5.00 19%
$5.50-$6.00 18%
<$4.50
38%
$4.50-$5.00
19%
$5.00-$5.50
44%
$5.50-$6.00
18%
$6.00-$6.50
16%
$6.50以上
31%
$5.00-$5.50 44%
$6.50以上 31%
$4.50-$5.00 19%
$5.50-$6.00 18%
<$4.50
38%
$4.50-$5.00
19%
$5.00-$5.50
44%
$5.50-$6.00
18%
$6.00-$6.50
16%
$6.50以上
31%
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.
市场开放时间: Aug 11, 2026, 7:31 PM 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.
**Supply ramp expectations versus persistent AI demand create the tight spread in B200 rental odds.** Current on-demand rates cluster around $5–$6.70 per GPU-hour across neo-clouds like Vast.ai, Lambda, and Spheron, with hyperscalers commanding premiums up to $14 amid tighter SLAs. Traders weigh improving TSMC 4NP yields and HBM3e capacity additions—projected to ease constraints by late 2026—against ongoing training and agentic inference workloads that have kept utilization elevated through mid-year. The narrow gap between the $6.50+ bucket and mid-range outcomes highlights uncertainty over whether additional Blackwell shipments and new provider inventory will compress prices below $5.50 by end-October or sustain levels near $6 amid continued large-model launches. Resolution hinges on verifiable Q3–Q4 capacity releases and utilization metrics rather than early-year spot discounts.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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