Strong AI demand from hyperscalers and enterprise training workloads has kept NVIDIA B200 supply constrained through May 2026, with industry backlogs estimated near 3.6 million units and production allocations largely committed into mid-year. Cloud rental rates reflected this tightness, spanning roughly $2.25–$16 per GPU-hour across providers, with on-demand averages near $5–$6 and spot or reserved tiers as low as $2.14–$3. Recent index data showed neocloud B200 pricing rising 22% over the prior quarter, defying typical post-launch easing patterns. Limited new capacity entering the market by late May, combined with sustained inference and model-development needs, supported elevated trader-implied odds around current levels. Key upcoming catalysts include further TSMC Blackwell ramps and any hyperscaler capacity releases that could alter the balance into Q3.
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$33,085 Vol.
↑ $6.00
Yes
↑ $6.50
いいえ
↑ $5.50
Yes
↑ $5.75
はい
↑ $5.00
Yes
↑ $4.75
はい
↑ $4.60
Yes
↑ $4.50
Yes
↓ $4.40
Yes
↓ $4.30
Yes
↓ $4.20
Yes
↓ $4.10
Yes
↓ $4.00
Yes
↓ $5.00
いいえ
↓ $4.75
いいえ
↓ $4.50
いいえ
↓ $4.25
いいえ
↓ $3.00
No
↓ $3.75
No
↓ $4.00
いいえ
↓ $3.50
No
$33,085 Vol.
↑ $6.00
Yes
↑ $6.50
いいえ
↑ $5.50
Yes
↑ $5.75
はい
↑ $5.00
Yes
↑ $4.75
はい
↑ $4.60
Yes
↑ $4.50
Yes
↓ $4.40
Yes
↓ $4.30
Yes
↓ $4.20
Yes
↓ $4.10
Yes
↓ $4.00
Yes
↓ $5.00
いいえ
↓ $4.75
いいえ
↓ $4.50
いいえ
↓ $4.25
いいえ
↓ $3.00
No
↓ $3.75
No
↓ $4.00
いいえ
↓ $3.50
No
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
マーケット開始日: Apr 21, 2026, 7:06 PM ET
Resolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
Strong AI demand from hyperscalers and enterprise training workloads has kept NVIDIA B200 supply constrained through May 2026, with industry backlogs estimated near 3.6 million units and production allocations largely committed into mid-year. Cloud rental rates reflected this tightness, spanning roughly $2.25–$16 per GPU-hour across providers, with on-demand averages near $5–$6 and spot or reserved tiers as low as $2.14–$3. Recent index data showed neocloud B200 pricing rising 22% over the prior quarter, defying typical post-launch easing patterns. Limited new capacity entering the market by late May, combined with sustained inference and model-development needs, supported elevated trader-implied odds around current levels. Key upcoming catalysts include further TSMC Blackwell ramps and any hyperscaler capacity releases that could alter the balance into Q3.
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

外部リンクに注意してください。
外部リンクに注意してください。
よくある質問