Strong AI demand for training and inference continues to outpace B200 supply even as NVIDIA ramps Blackwell production into 2026. Hyperscalers locked in most early allocation through multi-billion-dollar pre-orders, leaving neoclouds and spot markets with tighter availability and volatile pricing. Median on-demand rates hover around $5–7 per GPU-hour, with spot offerings dipping to $2–4 in competitive segments after TSMC 4NP yield gains and easing HBM3e constraints allowed more providers (Lambda, Runpod, Spheron) to add inventory. Downward pressure has intensified since mid-year as competition grows, though sustained enterprise backlog and inference workloads support higher committed rates. B300 Ultra entry later in 2026 represents the key swing factor that could further compress B200 pricing.
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$27,197 Vol.
↑ 8.00ドル
37%
↑ $7.50
53%
↓ $5.50
95%
↓ 5.00ドル
88%
↓ $4.50
57%
↓ $4.00
44%
↓ $3.50
22%
$27,197 Vol.
↑ 8.00ドル
37%
↑ $7.50
53%
↓ $5.50
95%
↓ 5.00ドル
88%
↓ $4.50
57%
↓ $4.00
44%
↓ $3.50
22%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
マーケット開始日: Jul 10, 2026, 6:35 PM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Strong AI demand for training and inference continues to outpace B200 supply even as NVIDIA ramps Blackwell production into 2026. Hyperscalers locked in most early allocation through multi-billion-dollar pre-orders, leaving neoclouds and spot markets with tighter availability and volatile pricing. Median on-demand rates hover around $5–7 per GPU-hour, with spot offerings dipping to $2–4 in competitive segments after TSMC 4NP yield gains and easing HBM3e constraints allowed more providers (Lambda, Runpod, Spheron) to add inventory. Downward pressure has intensified since mid-year as competition grows, though sustained enterprise backlog and inference workloads support higher committed rates. B300 Ultra entry later in 2026 represents the key swing factor that could further compress B200 pricing.
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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