The dispersed market-implied odds for B200 rental prices at end-2026 stem primarily from rising Blackwell supply amid intensifying competition and the nearing arrival of NVIDIA’s Vera Rubin successor. Current on-demand rates show medians near $6 per GPU-hour with spot availability dipping below $4, as production ramps despite persistent CoWoS packaging limits and multi-million-unit backlogs. Traders weigh sustained AI demand against AMD’s MI450/Helios rack deployments, hyperscaler custom ASICs (Trainium, TPU, MTIA), and potential Rubin volume in late 2026 that could redirect workloads. Key near-term catalysts include further CoWoS capacity additions, major customer commitments to alternatives, and hyperscaler earnings updates that could clarify allocation trends through December.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$7.00以上 22%
$5.50-$6.00 17%
$5.00-$5.50 10.1%
$4.50-$5.00 9%
$65,952 交易量
$65,952 交易量
低於3.00美元
7%
$3.00-$3.50
5%
$3.50-$4.00
7%
$4.00-$4.50
7%
$4.50-$5.00
9%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
6%
$6.50-$7.00
8%
$7.00以上
22%
$7.00以上 22%
$5.50-$6.00 17%
$5.00-$5.50 10.1%
$4.50-$5.00 9%
$65,952 交易量
$65,952 交易量
低於3.00美元
7%
$3.00-$3.50
5%
$3.50-$4.00
7%
$4.00-$4.50
7%
$4.50-$5.00
9%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
6%
$6.50-$7.00
8%
$7.00以上
22%
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.
市場開放時間: Jul 10, 2026, 10:14 AM ET
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.
The dispersed market-implied odds for B200 rental prices at end-2026 stem primarily from rising Blackwell supply amid intensifying competition and the nearing arrival of NVIDIA’s Vera Rubin successor. Current on-demand rates show medians near $6 per GPU-hour with spot availability dipping below $4, as production ramps despite persistent CoWoS packaging limits and multi-million-unit backlogs. Traders weigh sustained AI demand against AMD’s MI450/Helios rack deployments, hyperscaler custom ASICs (Trainium, TPU, MTIA), and potential Rubin volume in late 2026 that could redirect workloads. Key near-term catalysts include further CoWoS capacity additions, major customer commitments to alternatives, and hyperscaler earnings updates that could clarify allocation trends through December.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
警惕外部連結哦。
警惕外部連結哦。
Frequently Asked Questions