Ongoing supply constraints for NVIDIA's Blackwell B200 GPUs, driven by strong demand for large-scale AI training and inference workloads, underpin the closely contested Polymarket odds favoring $5.50–$6.00 per hour rental rates by end of October. Recent production improvements in TSMC 4NP yields and HBM3e memory availability have expanded neo-cloud inventory from providers like RunPod, Lambda, and Spheron, yet a multi-million-unit backlog keeps overall capacity tight through late 2026. This dynamic creates a wide observed pricing spread, with spot rates as low as $2–3.50 on some platforms versus $6–14 on-demand at hyperscalers, while median on-demand levels hover near $6. Median rates have risen or stabilized amid frontier model launches rather than easing as historically expected. Traders weigh potential further supply ramps against persistent enterprise commitments and inference growth as key swing factors for October resolution.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$6.50+ 31%
$5.50-$6.00 25%
$5.00-$5.50 23%
$6.00-$6.50 20%
<$4.50
12%
$4.50-$5.00
19%
$5.00-$5.50
23%
$5.50-$6.00
25%
$6.00-$6.50
20%
$6.50+
31%
$6.50+ 31%
$5.50-$6.00 25%
$5.00-$5.50 23%
$6.00-$6.50 20%
<$4.50
12%
$4.50-$5.00
19%
$5.00-$5.50
23%
$5.50-$6.00
25%
$6.00-$6.50
20%
$6.50+
31%
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.
Market Opened: Aug 11, 2026, 7:31 PM ET
Resolution Source
https://dashboard.ornnai.com/computeResolver
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 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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Ongoing supply constraints for NVIDIA's Blackwell B200 GPUs, driven by strong demand for large-scale AI training and inference workloads, underpin the closely contested Polymarket odds favoring $5.50–$6.00 per hour rental rates by end of October. Recent production improvements in TSMC 4NP yields and HBM3e memory availability have expanded neo-cloud inventory from providers like RunPod, Lambda, and Spheron, yet a multi-million-unit backlog keeps overall capacity tight through late 2026. This dynamic creates a wide observed pricing spread, with spot rates as low as $2–3.50 on some platforms versus $6–14 on-demand at hyperscalers, while median on-demand levels hover near $6. Median rates have risen or stabilized amid frontier model launches rather than easing as historically expected. Traders weigh potential further supply ramps against persistent enterprise commitments and inference growth as key swing factors for October resolution.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated

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