Persistent hyperscaler forward purchases and HBM3e memory constraints have kept B200 supply tight through mid-2026, sustaining on-demand rental rates in the $3.70–$7 range across neo-clouds despite production scaling toward one million units monthly. Surging frontier-model training and inference workloads, including recent GPT-5 and Claude releases, have absorbed capacity and driven occasional spikes, while dual-die TSMC manufacturing complexity limits rapid relief. Traders watch late-2026 HBM expansions and potential price compression toward $2.50–3.00 per hour as key swing factors before year-end resolution.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$28,894 交易量
↑ $8.00
37%
↑ $7.50
53%
↓ $5.50
94%
↓ $5.00
74%
↓ $4.50
56%
↓ 4.00美元
31%
↓ $3.50
22%
$28,894 交易量
↑ $8.00
37%
↑ $7.50
53%
↓ $5.50
94%
↓ $5.00
74%
↓ $4.50
56%
↓ 4.00美元
31%
↓ $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.
市场开放时间: 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 hyperscaler forward purchases and HBM3e memory constraints have kept B200 supply tight through mid-2026, sustaining on-demand rental rates in the $3.70–$7 range across neo-clouds despite production scaling toward one million units monthly. Surging frontier-model training and inference workloads, including recent GPT-5 and Claude releases, have absorbed capacity and driven occasional spikes, while dual-die TSMC manufacturing complexity limits rapid relief. Traders watch late-2026 HBM expansions and potential price compression toward $2.50–3.00 per hour as key swing factors before year-end resolution.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于

警惕外部链接哦。
警惕外部链接哦。
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