Persistent supply constraints from TSMC's CoWoS packaging and HBM3e memory limits, combined with NVIDIA's multi-million-unit Blackwell backlog, have kept B200 on-demand rates elevated near $6/hr medians in September 2026, even as spot pricing dips to $3.20–$3.92 on neoclouds. Surging demand from frontier model training and inference workloads has offset typical post-launch declines, while hyperscalers command $14+/hr premiums. AMD MI300X/MI355X offerings at $1.85–$3.45/hr and datacenter power limits introduce competitive pressure that could accelerate price erosion by year-end. Traders view the closely matched $5.50–$6.00 and $7.00+ bins as reflecting uncertainty over production ramps versus sustained AI needs through December.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$5.50~$6.00 17%
$7.00以上 16%
$5.00~$5.50 10.7%
$4.50〜$5.00 10%
$64,646 Vol.
$64,646 Vol.
$3.00未満
4%
$3.00~$3.50
5%
$3.50~$4.00
5%
$4.00~$4.50
7%
$4.50〜$5.00
10%
$5.00~$5.50
11%
$5.50~$6.00
17%
$6.00~$6.50
5%
$6.50~$7.00
8%
$7.00以上
16%
$5.50~$6.00 17%
$7.00以上 16%
$5.00~$5.50 10.7%
$4.50〜$5.00 10%
$64,646 Vol.
$64,646 Vol.
$3.00未満
4%
$3.00~$3.50
5%
$3.50~$4.00
5%
$4.00~$4.50
7%
$4.50〜$5.00
10%
$5.00~$5.50
11%
$5.50~$6.00
17%
$6.00~$6.50
5%
$6.50~$7.00
8%
$7.00以上
16%
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.
マーケット開始日: Jul 10, 2026, 10:14 AM ET
リゾルバー
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.
リゾルバー
0x69c47De9D...Persistent supply constraints from TSMC's CoWoS packaging and HBM3e memory limits, combined with NVIDIA's multi-million-unit Blackwell backlog, have kept B200 on-demand rates elevated near $6/hr medians in September 2026, even as spot pricing dips to $3.20–$3.92 on neoclouds. Surging demand from frontier model training and inference workloads has offset typical post-launch declines, while hyperscalers command $14+/hr premiums. AMD MI300X/MI355X offerings at $1.85–$3.45/hr and datacenter power limits introduce competitive pressure that could accelerate price erosion by year-end. Traders view the closely matched $5.50–$6.00 and $7.00+ bins as reflecting uncertainty over production ramps versus sustained AI needs through December.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日

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