Persistent supply bottlenecks in TSMC CoWoS packaging and HBM3e memory, alongside data center power constraints, continue to limit B200 availability into late 2026 even as NVIDIA ramps production. Current on-demand rates show wide dispersion—marketplace floors near $3.50/hr versus hyperscaler premiums above $14—with medians around $6, reflecting fragmented access and strong frontier AI demand for training and inference. Traders price the December resolution tightly across $5–7 bins because accelerating Blackwell deployments could ease scarcity while sustained hyperscaler orders, power limits, and potential AMD alternatives keep upward pressure intact; the next-gen Rubin platform remains too early for broad 2026 impact.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$5.50-$6.00 17%
7.00美元及以上 16%
$5.00-$5.50 10.3%
$4.50-$5.00 10%
$64,806 交易量
$64,806 交易量
低于3.00美元
4%
$3.00-$3.50
5%
$3.50-$4.00
7%
$4.00-$4.50
7%
$4.50-$5.00
10%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
5%
$6.50-$7.00
8%
7.00美元及以上
16%
$5.50-$6.00 17%
7.00美元及以上 16%
$5.00-$5.50 10.3%
$4.50-$5.00 10%
$64,806 交易量
$64,806 交易量
低于3.00美元
4%
$3.00-$3.50
5%
$3.50-$4.00
7%
$4.00-$4.50
7%
$4.50-$5.00
10%
$5.00-$5.50
10%
$5.50-$6.00
17%
$6.00-$6.50
5%
$6.50-$7.00
8%
7.00美元及以上
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.
市场开放时间: 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.
Persistent supply bottlenecks in TSMC CoWoS packaging and HBM3e memory, alongside data center power constraints, continue to limit B200 availability into late 2026 even as NVIDIA ramps production. Current on-demand rates show wide dispersion—marketplace floors near $3.50/hr versus hyperscaler premiums above $14—with medians around $6, reflecting fragmented access and strong frontier AI demand for training and inference. Traders price the December resolution tightly across $5–7 bins because accelerating Blackwell deployments could ease scarcity while sustained hyperscaler orders, power limits, and potential AMD alternatives keep upward pressure intact; the next-gen Rubin platform remains too early for broad 2026 impact.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于

警惕外部链接哦。
警惕外部链接哦。
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