Strong demand for NVIDIA Blackwell B200 GPUs in large-scale AI training and inference has sustained elevated rental rates through late September 2026, with market indices settling near $8.00 per GPU-hour and multiple providers listing on-demand prices from $6.25 to $8.60. Limited near-term supply, combined with hyperscaler rates above $14 and scheduled increases such as Nebius moving to $8.50 effective October 1, reinforced trader expectations that the relevant benchmark would finish above $7.50. This positioning reflects aggregated capital-weighted sentiment on persistent capacity constraints rather than any single announcement. A rapid supply surge from additional providers or a sharp drop in AI workload demand could still pressure rates lower, though such shifts appear unlikely to materialize before month-end resolution.