Increased supply of newer Blackwell GPUs such as the B200 has intensified competitive pressure on A100 rentals, pushing average on-demand rates toward the lower end of recent $1.09–$1.65 ranges observed on neo-cloud marketplaces. Sustained AI training and inference demand for large language models continues to support baseline utilization, yet expanding hyperscaler capacity and spot-market availability introduce downside risk by October. Key swing factors include the pace of older multi-year contract expirations releasing additional A100 inventory and any acceleration in Rubin-architecture deployments that could further displace Ampere hardware. Traders see roughly even odds across sub-$1.00 and $1.00–$1.50 bands because near-term supply dynamics remain fluid while overall AI compute demand stays robust.