Trader consensus favoring $6.50+ for B200 rental prices at end-October stems from persistent supply constraints on NVIDIA's Blackwell GPUs, driven by HBM3e memory shortages and TSMC CoWoS packaging limits that have kept most 2026 allocations sold out. Current marketplace data shows on-demand medians near $6.50 across providers like Lambda and Nebius, with spot rates lower but high-availability capacity scarce amid strong AI training and inference demand. Recent modest ramps, including Google Cloud A4 instances, introduce limited downside risk, yet enterprise uptake and pricing dispersion sustain the elevated implied probability. Key catalysts include October spot liquidity and any neo-cloud capacity additions before quarter-end.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$6.50+ 63%
$6.00-$6.50 30%
$5.50-$6.00 5.3%
$5.00-$5.50 3.8%
$19,166 Vol.
$19,166 Vol.
<$4.50
2%
$4.50-$5.00
2%
$5.00-$5.50
4%
$5.50-$6.00
5%
$6.00-$6.50
30%
$6.50+
63%
$6.50+ 63%
$6.00-$6.50 30%
$5.50-$6.00 5.3%
$5.00-$5.50 3.8%
$19,166 Vol.
$19,166 Vol.
<$4.50
2%
$4.50-$5.00
2%
$5.00-$5.50
4%
$5.50-$6.00
5%
$6.00-$6.50
30%
$6.50+
63%
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: Aug 11, 2026, 7:31 PM ET
Resolution Source
https://dashboard.ornnai.com/computeResolver
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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Trader consensus favoring $6.50+ for B200 rental prices at end-October stems from persistent supply constraints on NVIDIA's Blackwell GPUs, driven by HBM3e memory shortages and TSMC CoWoS packaging limits that have kept most 2026 allocations sold out. Current marketplace data shows on-demand medians near $6.50 across providers like Lambda and Nebius, with spot rates lower but high-availability capacity scarce amid strong AI training and inference demand. Recent modest ramps, including Google Cloud A4 instances, introduce limited downside risk, yet enterprise uptake and pricing dispersion sustain the elevated implied probability. Key catalysts include October spot liquidity and any neo-cloud capacity additions before quarter-end.
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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