**Strong sustained demand for NVIDIA B200 GPUs in large-scale AI training and inference continues to support median on-demand rental rates near $6.50–$7.00 per GPU-hour across providers as of early October 2026.** Current listings show on-demand medians clustered around $6.52–$6.97, with spot rates lower but overall pricing stable or slightly elevated near recent highs amid persistent supply constraints on Blackwell capacity. Traders assign an 81.5% implied probability to $6.50+ by end of October because no major new supply waves or demand drops have materialized in the past 30 days, and forward curves reflect expectations that high utilization from frontier model developers will hold firm through the month. Key near-term factors include ongoing production allocation to hyperscalers and limited spot availability, which limit downward pressure on rates.
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View resolved

警惕外部链接哦。
警惕外部链接哦。
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