**Persistent supply constraints and surging AI demand are keeping B200 rental prices elevated, supporting the market's 52.5% implied probability on the $7.00+ bin at end-2026.** As of mid-September 2026, median on-demand rates sit around $6.25–$6.89 per GPU-hour across providers, with spot floors near $3.50–$4.00 and hyperscaler quotes often $10–$16+. Recent indices show prices rising 10–20% over 30 days amid auctions where buyers paid 15–20% premiums for guaranteed access. Key bottlenecks—TSMC CoWoS-L packaging capacity, HBM supply, and power infrastructure—continue to limit volume despite 27% month-over-month increases in Grace Blackwell shipments and improving yields. Frontier labs and hyperscalers have pre-committed most near-term output, while the next-generation Rubin platform sees only limited initial availability late in the year. These dynamics suggest the current tight market could hold or tighten further through December, outweighing gradual supply additions.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$7.00+ 53%
$6.50-$7.00 8.8%
$5.50-$6.00 7%
$6.00-$6.50 7%
$71,012 Vol.
$71,012 Vol.
<$3.00
3%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
4%
$4.50-$5.00
5%
$5.00-$5.50
6%
$5.50-$6.00
7%
$6.00-$6.50
7%
$6.50-$7.00
9%
$7.00+
53%
$7.00+ 53%
$6.50-$7.00 8.8%
$5.50-$6.00 7%
$6.00-$6.50 7%
$71,012 Vol.
$71,012 Vol.
<$3.00
3%
$3.00-$3.50
3%
$3.50-$4.00
4%
$4.00-$4.50
4%
$4.50-$5.00
5%
$5.00-$5.50
6%
$5.50-$6.00
7%
$6.00-$6.50
7%
$6.50-$7.00
9%
$7.00+
53%
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.
Market Opened: Jul 10, 2026, 10:14 AM ET
Resolver
0x69c47De9D...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.
Resolver
0x69c47De9D...**Persistent supply constraints and surging AI demand are keeping B200 rental prices elevated, supporting the market's 52.5% implied probability on the $7.00+ bin at end-2026.** As of mid-September 2026, median on-demand rates sit around $6.25–$6.89 per GPU-hour across providers, with spot floors near $3.50–$4.00 and hyperscaler quotes often $10–$16+. Recent indices show prices rising 10–20% over 30 days amid auctions where buyers paid 15–20% premiums for guaranteed access. Key bottlenecks—TSMC CoWoS-L packaging capacity, HBM supply, and power infrastructure—continue to limit volume despite 27% month-over-month increases in Grace Blackwell shipments and improving yields. Frontier labs and hyperscalers have pre-committed most near-term output, while the next-generation Rubin platform sees only limited initial availability late in the year. These dynamics suggest the current tight market could hold or tighten further through December, outweighing gradual supply additions.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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