Trader consensus on B200 rental prices at end-September reflects a tight balance between expanding supply from TSMC's Blackwell ramp and sustained AI inference plus training demand. Current marketplace data shows on-demand rates clustered around a $6.11 median, with neocloud and spot offerings dipping to $3.50–$5.81 per hour while hyperscalers hold firmer at higher tiers. The leading <$5.50 implied probability captures expectations that additional capacity will reach liquid markets within the next eight weeks, narrowing the spread versus earlier 2026 peaks. Key swing factors include hyperscaler allocation releases, neocloud inventory turnover, and any fresh production or power constraints that could delay softening.