**Persistent supply shortages amid surging AI demand are keeping B200 (NVIDIA Blackwell) rental prices elevated in 2026.** As of August 2026, on-demand rates span roughly $2.71–$27 per GPU-hour across providers, with medians near $6/hr and many spot or neocloud listings in the $4–7 range; hyperscalers such as AWS and Azure command significant premiums. A multi-million-unit backlog—estimated at 3.6 million units earlier in the year—has left most new capacity pre-allocated to major hyperscalers through 2026–2027, limiting spot and on-demand availability for other users. Recent price movements reflect converging pressures: HBM3e memory cost increases and strong demand signals from NVIDIA’s GTC and a wave of frontier model releases drove a notable spike earlier in the year, while improving TSMC yields and gradual HBM supply additions have begun to stabilize or modestly ease rates at some neocloud providers. Inference workloads, which require continuous capacity rather than burst training, have amplified tightness compared to prior GPU generations. Traders are watching late-2026 capacity additions and further HBM/TSMC ramps as potential catalysts that could widen availability and compress prices, versus sustained hyperscaler commitments or new AI model launches that would support higher floors. Competitive dynamics between hyperscaler SLAs and lower-cost independent platforms continue to shape the observed spread.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado$26,111 Vol.
↑ $8,00
24%
↑ $7,50
55%
↓ $5,50
91%
↓ $5,00
88%
↓ $4,50
75%
↓ $4,00
51%
↓ $3,50
25%
$26,111 Vol.
↑ $8,00
24%
↑ $7,50
55%
↓ $5,50
91%
↓ $5,00
88%
↓ $4,50
75%
↓ $4,00
51%
↓ $3,50
25%
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.
Mercado Aberto: 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...**Persistent supply shortages amid surging AI demand are keeping B200 (NVIDIA Blackwell) rental prices elevated in 2026.** As of August 2026, on-demand rates span roughly $2.71–$27 per GPU-hour across providers, with medians near $6/hr and many spot or neocloud listings in the $4–7 range; hyperscalers such as AWS and Azure command significant premiums. A multi-million-unit backlog—estimated at 3.6 million units earlier in the year—has left most new capacity pre-allocated to major hyperscalers through 2026–2027, limiting spot and on-demand availability for other users. Recent price movements reflect converging pressures: HBM3e memory cost increases and strong demand signals from NVIDIA’s GTC and a wave of frontier model releases drove a notable spike earlier in the year, while improving TSMC yields and gradual HBM supply additions have begun to stabilize or modestly ease rates at some neocloud providers. Inference workloads, which require continuous capacity rather than burst training, have amplified tightness compared to prior GPU generations. Traders are watching late-2026 capacity additions and further HBM/TSMC ramps as potential catalysts that could widen availability and compress prices, versus sustained hyperscaler commitments or new AI model launches that would support higher floors. Competitive dynamics between hyperscaler SLAs and lower-cost independent platforms continue to shape the observed spread.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado


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