Persistent supply constraints from TSMC's Blackwell ramp and a multi-million-unit NVIDIA backlog have kept B200 on-demand rates elevated near $6/hr medians into mid-2026, with neo-cloud spot pricing as low as $2.70 while hyperscalers command premiums above $14. Surging demand from frontier training and agentic inference workloads has defied the typical post-launch price decline, pushing recent quarterly gains above 20%. Traders see these opposing forces—accelerating production capacity versus sustained AI compute needs—creating the observed spread around $4–6 by year-end, with AMD MI300X adoption and datacenter power limits as key swing factors.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật$4.50-$5.00 18%
$4.00-$4.50 16.0%
$5.00-$5.50 14.4%
$5.50-$6.00 13%
$51,420 KL.
$51,420 KL.
<$3.00
5%
$3.00-$3.50
7%
$3.50-$4.00
8%
$4.00-$4.50
16%
$4.50-$5.00
18%
$5.00-$5.50
14%
$5.50-$6.00
13%
$6.00-$6.50
7%
$6.50-$7.00
7%
$7.00+
10%
$4.50-$5.00 18%
$4.00-$4.50 16.0%
$5.00-$5.50 14.4%
$5.50-$6.00 13%
$51,420 KL.
$51,420 KL.
<$3.00
5%
$3.00-$3.50
7%
$3.50-$4.00
8%
$4.00-$4.50
16%
$4.50-$5.00
18%
$5.00-$5.50
14%
$5.50-$6.00
13%
$6.00-$6.50
7%
$6.50-$7.00
7%
$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.
Thị trường mở: 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...Persistent supply constraints from TSMC's Blackwell ramp and a multi-million-unit NVIDIA backlog have kept B200 on-demand rates elevated near $6/hr medians into mid-2026, with neo-cloud spot pricing as low as $2.70 while hyperscalers command premiums above $14. Surging demand from frontier training and agentic inference workloads has defied the typical post-launch price decline, pushing recent quarterly gains above 20%. Traders see these opposing forces—accelerating production capacity versus sustained AI compute needs—creating the observed spread around $4–6 by year-end, with AMD MI300X adoption and datacenter power limits as key swing factors.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật


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