Rising Blackwell B200 supply is the dominant force behind the fragmented H200 rental odds, as increasing availability of the newer architecture displaces Hopper-based workloads and exerts downward pressure on legacy pricing. Current on-demand rates cluster between roughly $3.40 and $4.50 per GPU-hour across specialized providers, with spot instances already dipping near $2.00, yet hyperscalers still command premiums above $10. Traders see a realistic path below $3.50 if B200 ramp accelerates through the fall without major supply-chain hiccups. Conversely, sustained AI demand growth or slower Blackwell production could support a rebound into the $4.50–$5.00 band, while energy constraints or renewed enterprise commitments might push outcomes higher. The wide distribution reflects uncertainty over how quickly software stacks migrate and whether utilization rates remain elevated heading into October.
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$3.50未満 30%
$4.00〜$4.50 24%
$4.50~$5.00 24%
$3.50~$4.00 14%
$3.50未満
30%
$3.50~$4.00
14%
$4.00〜$4.50
24%
$4.50~$5.00
24%
$5.00~$5.50
5%
$5.50以上
5%
$3.50未満 30%
$4.00〜$4.50 24%
$4.50~$5.00 24%
$3.50~$4.00 14%
$3.50未満
30%
$3.50~$4.00
14%
$4.00〜$4.50
24%
$4.50~$5.00
24%
$5.00~$5.50
5%
$5.50以上
5%
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 H200 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, 7:34 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 H200 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...Rising Blackwell B200 supply is the dominant force behind the fragmented H200 rental odds, as increasing availability of the newer architecture displaces Hopper-based workloads and exerts downward pressure on legacy pricing. Current on-demand rates cluster between roughly $3.40 and $4.50 per GPU-hour across specialized providers, with spot instances already dipping near $2.00, yet hyperscalers still command premiums above $10. Traders see a realistic path below $3.50 if B200 ramp accelerates through the fall without major supply-chain hiccups. Conversely, sustained AI demand growth or slower Blackwell production could support a rebound into the $4.50–$5.00 band, while energy constraints or renewed enterprise commitments might push outcomes higher. The wide distribution reflects uncertainty over how quickly software stacks migrate and whether utilization rates remain elevated heading into October.
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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外部リンクに注意してください。
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