Supply constraints from surging AI training demand continue to anchor B200 rental prices near $6 per hour, with the market-implied distribution centered on the $6.00–$6.50 band. Neo-cloud providers such as Spheron, RunPod, and Lambda currently list on-demand rates between $3.70 and $5.89 per GPU, while hyperscalers command significant premiums up to $14+, reflecting differences in SLAs, margins, and reserved-capacity lockups by large labs. Recent index data show modest upward pressure through mid-2026 as Blackwell rollout lags TSMC production ramps, though spot markets and new cluster additions introduce downward volatility. Traders weigh these supply dynamics against potential August capacity releases or sustained frontier-model demand when assessing the narrow spread between leading outcomes.
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$6.00-$6.50 32%
$7.00-$7.50 28%
$6.50-$7.00 23%
$5.50-$6.00 19%
低于$5.50
17%
$5.50-$6.00
19%
$6.00-$6.50
32%
$6.50-$7.00
23%
$7.00-$7.50
28%
$7.50及以上
12%
$6.00-$6.50 32%
$7.00-$7.50 28%
$6.50-$7.00 23%
$5.50-$6.00 19%
低于$5.50
17%
$5.50-$6.00
19%
$6.00-$6.50
32%
$6.50-$7.00
23%
$7.00-$7.50
28%
$7.50及以上
12%
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 30, 2026, 11:34 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.
Supply constraints from surging AI training demand continue to anchor B200 rental prices near $6 per hour, with the market-implied distribution centered on the $6.00–$6.50 band. Neo-cloud providers such as Spheron, RunPod, and Lambda currently list on-demand rates between $3.70 and $5.89 per GPU, while hyperscalers command significant premiums up to $14+, reflecting differences in SLAs, margins, and reserved-capacity lockups by large labs. Recent index data show modest upward pressure through mid-2026 as Blackwell rollout lags TSMC production ramps, though spot markets and new cluster additions introduce downward volatility. Traders weigh these supply dynamics against potential August capacity releases or sustained frontier-model demand when assessing the narrow spread between leading outcomes.
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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