Supply constraints from hyperscaler forward purchases of Blackwell GPUs by Microsoft, Google, Meta, and Amazon have kept most B200 capacity reserved through 2027, sustaining elevated on-demand rental rates in the $4.50–7.00/hr range for much of 2026 despite spot prices dipping to $2.70–3.70/hr at neo-cloud providers. Demand for the 192GB HBM3e and FP4-optimized Blackwell architecture on large-model training and inference workloads has prevented the usual post-launch price erosion seen with prior generations. Volatility persists, with indices showing 20%+ swings tied to availability fluctuations and reserved capacity releases. Further TSMC production ramps and any unexpected allocation shifts in late 2026 represent key catalysts that could ease or tighten the market.
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$27,197 KL.
↑ $8.00
35%
↑ $7.50
53%
↓ $5.50
95%
↓ $5.00
88%
↓ $4.50
56%
↓ $4.00
45%
↓ $3.50
22%
$27,197 KL.
↑ $8.00
35%
↑ $7.50
53%
↓ $5.50
95%
↓ $5.00
88%
↓ $4.50
56%
↓ $4.00
45%
↓ $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.
Thị trường mở: 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...Supply constraints from hyperscaler forward purchases of Blackwell GPUs by Microsoft, Google, Meta, and Amazon have kept most B200 capacity reserved through 2027, sustaining elevated on-demand rental rates in the $4.50–7.00/hr range for much of 2026 despite spot prices dipping to $2.70–3.70/hr at neo-cloud providers. Demand for the 192GB HBM3e and FP4-optimized Blackwell architecture on large-model training and inference workloads has prevented the usual post-launch price erosion seen with prior generations. Volatility persists, with indices showing 20%+ swings tied to availability fluctuations and reserved capacity releases. Further TSMC production ramps and any unexpected allocation shifts in late 2026 represent key catalysts that could ease or tighten the market.
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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