The closely matched Polymarket odds clustered around $4.50–$6.50 reflect uncertainty over whether TSMC’s ongoing Blackwell production ramp will sufficiently ease B200 supply constraints by December 2026 amid persistent hyperscaler AI capital expenditures. Key swing factors include the pace of AMD MI350X adoption for inference workloads, custom ASIC deployments at Google, Amazon, and Microsoft that could divert demand, and potential timing of NVIDIA’s next-generation Rubin architecture. Current on-demand rates averaging $5–$7 per hour at neo-cloud providers remain elevated due to limited availability, yet historical patterns and analyst projections suggest possible moderation toward $3–$5 if power and memory supply stabilize without a major new demand surge from frontier large language models.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$5.50-$6.00 17%
$5.00-$5.50 16.4%
$6.00-$6.50 16%
$4.50-$5.00 16%
$55,393 Vol.
$55,393 Vol.
<$3.00
7%
$3.00-$3.50
4%
$3.50-$4.00
4%
$4.00-$4.50
13%
$4.50-$5.00
16%
$5.00-$5.50
16%
$5.50-$6.00
17%
$6.00-$6.50
16%
$6.50-$7.00
10%
$7.00+
10%
$5.50-$6.00 17%
$5.00-$5.50 16.4%
$6.00-$6.50 16%
$4.50-$5.00 16%
$55,393 Vol.
$55,393 Vol.
<$3.00
7%
$3.00-$3.50
4%
$3.50-$4.00
4%
$4.00-$4.50
13%
$4.50-$5.00
16%
$5.00-$5.50
16%
$5.50-$6.00
17%
$6.00-$6.50
16%
$6.50-$7.00
10%
$7.00+
10%
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.
Pasar Dibuka: 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...The closely matched Polymarket odds clustered around $4.50–$6.50 reflect uncertainty over whether TSMC’s ongoing Blackwell production ramp will sufficiently ease B200 supply constraints by December 2026 amid persistent hyperscaler AI capital expenditures. Key swing factors include the pace of AMD MI350X adoption for inference workloads, custom ASIC deployments at Google, Amazon, and Microsoft that could divert demand, and potential timing of NVIDIA’s next-generation Rubin architecture. Current on-demand rates averaging $5–$7 per hour at neo-cloud providers remain elevated due to limited availability, yet historical patterns and analyst projections suggest possible moderation toward $3–$5 if power and memory supply stabilize without a major new demand surge from frontier large language models.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui

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