Traders see a wide distribution of possible B200 rental rates at year-end because supply constraints and AI demand remain finely balanced. Recent price softening from March peaks above $6 per hour to mid-$4 ranges reflects improved TSMC yields, easing HBM3e availability, and growing neocloud inventory, yet hyperscaler forward purchases have locked up most Blackwell capacity through 2027 while CoWoS packaging stays sold out until late 2026. Key swing factors include the pace of new cluster deployments, sustained inference workloads from frontier models, and any early Rubin supply that could divert demand. These dynamics leave the market-implied odds clustered around the $4.50–$6.50 bands.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoGPU rental prices (B200) end of 2026?
$5.00-$5.50 16.4%
$6.00-$6.50 16%
$5.50-$6.00 16%
$4.50-$5.00 16%
$55,393 Wol.
$55,393 Wol.
<$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
16%
$6.00-$6.50
16%
$6.50-$7.00
10%
$7.00+
10%
$5.00-$5.50 16.4%
$6.00-$6.50 16%
$5.50-$6.00 16%
$4.50-$5.00 16%
$55,393 Wol.
$55,393 Wol.
<$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
16%
$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.
Rynek otwarty: 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...Traders see a wide distribution of possible B200 rental rates at year-end because supply constraints and AI demand remain finely balanced. Recent price softening from March peaks above $6 per hour to mid-$4 ranges reflects improved TSMC yields, easing HBM3e availability, and growing neocloud inventory, yet hyperscaler forward purchases have locked up most Blackwell capacity through 2027 while CoWoS packaging stays sold out until late 2026. Key swing factors include the pace of new cluster deployments, sustained inference workloads from frontier models, and any early Rubin supply that could divert demand. These dynamics leave the market-implied odds clustered around the $4.50–$6.50 bands.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano

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