Strong supply constraints for NVIDIA's Blackwell B200 GPUs, driven by limited availability and surging AI training demand from hyperscalers, pushed rental prices higher throughout July and produced the market's 100% implied probability for an "up" outcome. Neocloud and hyperscaler rates climbed amid lead times stretching months, with indices reflecting 20%+ gains in recent quarters as new capacity failed to offset hyperscale capex and memory bottlenecks. Trader consensus reflects this sustained tightness rather than typical post-launch easing. Even at near-certainty, outcomes could shift if unexpected capacity ramps materialize, regulatory export controls tighten further, or large-scale technical deployment issues slow utilization.
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) Up or Down in July?
Up
$1,789 Wol.
$1,789 Wol.
Up
$1,789 Wol.
$1,789 Wol.
This market will resolve to "Down" if the Ornn B200 Index finalized price displayed for the last calendar day of the specified month is lower than the finalized price displayed for the most recent calendar day prior to the specified month.
If the two specified prices are exactly equal, this market will resolve 50-50. Prices will be used exactly as published by Ornn, without rounding.
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 both specified prices are finalized. If price for the last calendar day of the specified month has not been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the most recent data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered. Revisions made after all relevant data points have been finalized will not be considered.
Rynek otwarty: Jul 10, 2026, 10:26 AM ET
Resolver
0x65070BE91...Wynik zaproponowany: Up
Brak sporu
Ostateczny wynik: Up
This market will resolve to "Down" if the Ornn B200 Index finalized price displayed for the last calendar day of the specified month is lower than the finalized price displayed for the most recent calendar day prior to the specified month.
If the two specified prices are exactly equal, this market will resolve 50-50. Prices will be used exactly as published by Ornn, without rounding.
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 both specified prices are finalized. If price for the last calendar day of the specified month has not been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the most recent data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Wynik zaproponowany: Up
Brak sporu
Ostateczny wynik: Up
Strong supply constraints for NVIDIA's Blackwell B200 GPUs, driven by limited availability and surging AI training demand from hyperscalers, pushed rental prices higher throughout July and produced the market's 100% implied probability for an "up" outcome. Neocloud and hyperscaler rates climbed amid lead times stretching months, with indices reflecting 20%+ gains in recent quarters as new capacity failed to offset hyperscale capex and memory bottlenecks. Trader consensus reflects this sustained tightness rather than typical post-launch easing. Even at near-certainty, outcomes could shift if unexpected capacity ramps materialize, regulatory export controls tighten further, or large-scale technical deployment issues slow utilization.
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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