Supply constraints on NVIDIA Blackwell B200 GPUs—driven by TSMC CoWoS packaging limits, HBM3e memory shortages, and a roughly 3.6 million unit backlog—remain the dominant factor keeping end-2026 rental prices elevated despite volume production. Hyperscalers' record 2026 capex commitments sustain strong demand for AI training and inference workloads, while neocloud providers undercut hyperscaler on-demand rates but still reflect scarcity. Recent price indexes show B200 medians near $5–6.25 per hour with wide spreads, and Q3 2026 data indicate continued upward pressure rather than rapid easing. Traders see balanced odds across $4–7 ranges because any meaningful supply relief by December hinges on TSMC yield improvements and whether token demand outpaces incremental capacity additions.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour5,00 $-5,50 $ 16.8%
4,50 $-5,00 $ 17%
6,00 $-6,50 $ 16%
5,50 $ - 6,00 $ 16%
$54,827 Vol.
$54,827 Vol.
<3,00 $
7%
3,00 $–3,50 $
4%
3,50 $–4,00 $
5%
4,00 $-4,50 $
14%
4,50 $-5,00 $
17%
5,00 $-5,50 $
17%
5,50 $ - 6,00 $
16%
6,00 $-6,50 $
16%
6,50 $-7,00 $
8%
7,00 $+
11%
5,00 $-5,50 $ 16.8%
4,50 $-5,00 $ 17%
6,00 $-6,50 $ 16%
5,50 $ - 6,00 $ 16%
$54,827 Vol.
$54,827 Vol.
<3,00 $
7%
3,00 $–3,50 $
4%
3,50 $–4,00 $
5%
4,00 $-4,50 $
14%
4,50 $-5,00 $
17%
5,00 $-5,50 $
17%
5,50 $ - 6,00 $
16%
6,00 $-6,50 $
16%
6,50 $-7,00 $
8%
7,00 $+
11%
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.
Marché ouvert : 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...Supply constraints on NVIDIA Blackwell B200 GPUs—driven by TSMC CoWoS packaging limits, HBM3e memory shortages, and a roughly 3.6 million unit backlog—remain the dominant factor keeping end-2026 rental prices elevated despite volume production. Hyperscalers' record 2026 capex commitments sustain strong demand for AI training and inference workloads, while neocloud providers undercut hyperscaler on-demand rates but still reflect scarcity. Recent price indexes show B200 medians near $5–6.25 per hour with wide spreads, and Q3 2026 data indicate continued upward pressure rather than rapid easing. Traders see balanced odds across $4–7 ranges because any meaningful supply relief by December hinges on TSMC yield improvements and whether token demand outpaces incremental capacity additions.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour

Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes