**Supply constraints and surging AI inference demand continue to anchor B200 rental rates near current levels through year-end.** As of September 2026, on-demand prices span roughly $3.50–$16 per GPU-hour across providers, with neocloud and marketplace floors around $3.50–$6.40 and hyperscaler rates significantly higher. Persistent TSMC CoWoS-L packaging bottlenecks, multi-million-unit backlogs, and 8–16 week lead times for enterprise buyers limit new capacity, while strong demand from large language model training and production inference sustains utilization. Upcoming catalysts include further Blackwell volume ramps, potential B300/Ultra availability, and any shifts in hyperscaler allocations that could expand spot or reserved supply. These dynamics keep the market-implied distribution relatively flat, reflecting uncertainty over whether incremental supply will meaningfully ease pricing before December.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$7.00+ 21%
$5.50-$6.00 17%
$5.00-$5.50 10.3%
$4.50-$5.00 10%
$65,681 Vol.
$65,681 Vol.
<$3.00
5%
$3.00-$3.50
5%
$3.50-$4.00
8%
$4.00-$4.50
6%
$4.50-$5.00
10%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
7%
$6.50-$7.00
8%
$7.00+
21%
$7.00+ 21%
$5.50-$6.00 17%
$5.00-$5.50 10.3%
$4.50-$5.00 10%
$65,681 Vol.
$65,681 Vol.
<$3.00
5%
$3.00-$3.50
5%
$3.50-$4.00
8%
$4.00-$4.50
6%
$4.50-$5.00
10%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
7%
$6.50-$7.00
8%
$7.00+
21%
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.
Market Opened: 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...**Supply constraints and surging AI inference demand continue to anchor B200 rental rates near current levels through year-end.** As of September 2026, on-demand prices span roughly $3.50–$16 per GPU-hour across providers, with neocloud and marketplace floors around $3.50–$6.40 and hyperscaler rates significantly higher. Persistent TSMC CoWoS-L packaging bottlenecks, multi-million-unit backlogs, and 8–16 week lead times for enterprise buyers limit new capacity, while strong demand from large language model training and production inference sustains utilization. Upcoming catalysts include further Blackwell volume ramps, potential B300/Ultra availability, and any shifts in hyperscaler allocations that could expand spot or reserved supply. These dynamics keep the market-implied distribution relatively flat, reflecting uncertainty over whether incremental supply will meaningfully ease pricing before December.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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