Strong AI demand for large language model training and inference continues to outpace Blackwell B200 supply, keeping neocloud and marketplace rental rates clustered around $5–7 per GPU-hour as of August 2026 despite gradual production ramps. Backlogs remain in the millions of units, with enterprise lead times of 8–16 weeks and hyperscalers directing most early capacity to internal clusters, which has supported a roughly 16% rise in median on-demand pricing since mid-2025 and a sharp March surge. Growing inference workloads, limited power and data-center availability, and slower-than-expected competitor capacity from AMD and custom ASICs reinforce the tightness. Key upcoming catalysts include further TSMC and NVIDIA output increases through year-end, potential GB300/B300 volume shifts, and any major cloud provider capacity announcements that could ease spot or reserved pricing.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$26,326 交易量
↑ $8.00
18%
↑ $7.50
51%
↓ $5.50
93%
↓ $5.00
88%
↓ $4.50
78%
↓ $4.00
44%
↓ $3.50
25%
$26,326 交易量
↑ $8.00
18%
↑ $7.50
51%
↓ $5.50
93%
↓ $5.00
88%
↓ $4.50
78%
↓ $4.00
44%
↓ $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.
市場開放時間: 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...Strong AI demand for large language model training and inference continues to outpace Blackwell B200 supply, keeping neocloud and marketplace rental rates clustered around $5–7 per GPU-hour as of August 2026 despite gradual production ramps. Backlogs remain in the millions of units, with enterprise lead times of 8–16 weeks and hyperscalers directing most early capacity to internal clusters, which has supported a roughly 16% rise in median on-demand pricing since mid-2025 and a sharp March surge. Growing inference workloads, limited power and data-center availability, and slower-than-expected competitor capacity from AMD and custom ASICs reinforce the tightness. Key upcoming catalysts include further TSMC and NVIDIA output increases through year-end, potential GB300/B300 volume shifts, and any major cloud provider capacity announcements that could ease spot or reserved pricing.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於

警惕外部連結哦。
警惕外部連結哦。
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