Strong AI training and inference demand continues to support elevated B200 rental rates, yet improving TSMC 4NP yields, easing HBM3e supply, and expanding neocloud capacity from providers like Spheron, Lambda, and RunPod have introduced downward pressure since the May-June 2026 correction. Recent Q3 surges of 20-22% in neocloud indices reflect persistent backlog and frontier model launches, while hyperscalers command premiums up to $14 per hour amid tighter SLAs. The wide distribution of market-implied odds around $4.50–$6.50+ captures uncertainty over whether October supply ramps will outpace enterprise commitments or if sustained LLM adoption keeps median on-demand pricing near $5–$6. Traders are monitoring production milestones and spot availability as key swing factors through year-end.
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$6.50以上 31%
$5.50~$6.00 17%
$5.00~$5.50 16%
$6.00~$6.50 16%
$4.50未満
22%
$4.50~$5.00
11%
$5.00~$5.50
16%
$5.50~$6.00
17%
$6.00~$6.50
16%
$6.50以上
31%
$6.50以上 31%
$5.50~$6.00 17%
$5.00~$5.50 16%
$6.00~$6.50 16%
$4.50未満
22%
$4.50~$5.00
11%
$5.00~$5.50
16%
$5.50~$6.00
17%
$6.00~$6.50
16%
$6.50以上
31%
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: Aug 11, 2026, 7:31 PM 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...Strong AI training and inference demand continues to support elevated B200 rental rates, yet improving TSMC 4NP yields, easing HBM3e supply, and expanding neocloud capacity from providers like Spheron, Lambda, and RunPod have introduced downward pressure since the May-June 2026 correction. Recent Q3 surges of 20-22% in neocloud indices reflect persistent backlog and frontier model launches, while hyperscalers command premiums up to $14 per hour amid tighter SLAs. The wide distribution of market-implied odds around $4.50–$6.50+ captures uncertainty over whether October supply ramps will outpace enterprise commitments or if sustained LLM adoption keeps median on-demand pricing near $5–$6. Traders are monitoring production milestones and spot availability as key swing factors through year-end.
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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