Strong supply constraints from hyperscaler forward orders and TSMC CoWoS/HBM3e bottlenecks continue to support B200 rental rates near current neocloud averages of $4.50–$5.50 per hour, even as inference and agentic workloads sustain demand. Most Blackwell capacity remains allocated through 2027, widening the spread between spot/reserved pricing and premium on-demand tiers. Traders see limited near-term relief by year-end because production ramps face packaging limits and large-scale reservations, while any meaningful capacity addition could compress prices toward the $3.50–$4.50 band. The balanced distribution across $4.50–$6.50 outcomes reflects uncertainty over whether late-2026 yield improvements will outpace persistent AI infrastructure spending.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$4.50〜$5.00 17%
$5.00~$5.50 16.8%
$6.00~$6.50 15%
$4.00~$4.50 14.3%
$54,029 Vol.
$54,029 Vol.
$3.00未満
5%
$3.00~$3.50
7%
$3.50~$4.00
7%
$4.00~$4.50
14%
$4.50〜$5.00
17%
$5.00~$5.50
17%
$5.50~$6.00
14%
$6.00~$6.50
15%
$6.50~$7.00
6%
$7.00以上
11%
$4.50〜$5.00 17%
$5.00~$5.50 16.8%
$6.00~$6.50 15%
$4.00~$4.50 14.3%
$54,029 Vol.
$54,029 Vol.
$3.00未満
5%
$3.00~$3.50
7%
$3.50~$4.00
7%
$4.00~$4.50
14%
$4.50〜$5.00
17%
$5.00~$5.50
17%
$5.50~$6.00
14%
$6.00~$6.50
15%
$6.50~$7.00
6%
$7.00以上
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.
マーケット開始日: 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...Strong supply constraints from hyperscaler forward orders and TSMC CoWoS/HBM3e bottlenecks continue to support B200 rental rates near current neocloud averages of $4.50–$5.50 per hour, even as inference and agentic workloads sustain demand. Most Blackwell capacity remains allocated through 2027, widening the spread between spot/reserved pricing and premium on-demand tiers. Traders see limited near-term relief by year-end because production ramps face packaging limits and large-scale reservations, while any meaningful capacity addition could compress prices toward the $3.50–$4.50 band. The balanced distribution across $4.50–$6.50 outcomes reflects uncertainty over whether late-2026 yield improvements will outpace persistent AI infrastructure spending.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日

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