Supply constraints and uneven production ramps for NVIDIA's Blackwell B200 GPUs keep rental markets balanced across price tiers near term. As of mid-2026, on-demand rates span roughly $3.70–$14 per hour depending on provider, with neo-cloud medians near $5–$6 and limited spot availability pulling some quotes lower. TSMC's output increases and new capacity from partners like Lambda and CoreWeave introduce downward pressure, yet persistent enterprise demand, power-delivery bottlenecks, and multi-month lead times for full clusters sustain upward support. Key swing factors include the pace of GB200 NVL deployments, hyperscaler contract allocations versus public spot markets, and any last-minute shifts in AI training workloads before September. Traders see these offsetting forces producing a contested range without clear directional catalysts in the next eight weeks.
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。 · 更新于低于$5.50 27%
$6.50-$7.00 26%
$7.00-$7.50 26%
$6.00-$6.50 24%
低于$5.50
27%
$5.50-$6.00
22%
$6.00-$6.50
24%
$6.50-$7.00
26%
$7.00-$7.50
26%
$7.50及以上
17%
低于$5.50 27%
$6.50-$7.00 26%
$7.00-$7.50 26%
$6.00-$6.50 24%
低于$5.50
27%
$5.50-$6.00
22%
$6.00-$6.50
24%
$6.50-$7.00
26%
$7.00-$7.50
26%
$7.50及以上
17%
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: 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.
Supply constraints and uneven production ramps for NVIDIA's Blackwell B200 GPUs keep rental markets balanced across price tiers near term. As of mid-2026, on-demand rates span roughly $3.70–$14 per hour depending on provider, with neo-cloud medians near $5–$6 and limited spot availability pulling some quotes lower. TSMC's output increases and new capacity from partners like Lambda and CoreWeave introduce downward pressure, yet persistent enterprise demand, power-delivery bottlenecks, and multi-month lead times for full clusters sustain upward support. Key swing factors include the pace of GB200 NVL deployments, hyperscaler contract allocations versus public spot markets, and any last-minute shifts in AI training workloads before September. Traders see these offsetting forces producing a contested range without clear directional catalysts in the next eight weeks.
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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