Persistent supply constraints from HBM3e memory and TSMC CoWoS packaging, paired with robust AI training and inference demand, anchor trader consensus near current B200 marketplace medians of $5.50–$6.70 per GPU-hour across providers like Vast.ai, Lambda, and RunPod as of late August 2026. Hyperscaler rates remain markedly higher while spot and reserved offerings trade lower, creating pricing dispersion that supports the closely matched $6.00–$6.50 and $6.50+ outcomes. Modest Blackwell production ramps and neocloud capacity additions introduce downside risk, yet enterprise uptake and limited high-availability inventory sustain premiums. Key swing factors through October include spot-market liquidity, any accelerated deliveries before quarter-end, and potential new large-scale AI commitments.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoGPU rental prices (B200) end of October?
$6.50+ 39%
$6.00-$6.50 38%
<$4.50 9.0%
$5.00-$5.50 7.2%
$11,982 Wol.
$11,982 Wol.
<$4.50
10%
$4.50-$5.00
5%
$5.00-$5.50
7%
$5.50-$6.00
6%
$6.00-$6.50
31%
$6.50+
39%
$6.50+ 39%
$6.00-$6.50 38%
<$4.50 9.0%
$5.00-$5.50 7.2%
$11,982 Wol.
$11,982 Wol.
<$4.50
10%
$4.50-$5.00
5%
$5.00-$5.50
7%
$5.50-$6.00
6%
$6.00-$6.50
31%
$6.50+
39%
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.
Rynek otwarty: Aug 11, 2026, 7:31 PM ET
Źródło rozstrzygnięcia
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.
Źródło rozstrzygnięcia
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Persistent supply constraints from HBM3e memory and TSMC CoWoS packaging, paired with robust AI training and inference demand, anchor trader consensus near current B200 marketplace medians of $5.50–$6.70 per GPU-hour across providers like Vast.ai, Lambda, and RunPod as of late August 2026. Hyperscaler rates remain markedly higher while spot and reserved offerings trade lower, creating pricing dispersion that supports the closely matched $6.00–$6.50 and $6.50+ outcomes. Modest Blackwell production ramps and neocloud capacity additions introduce downside risk, yet enterprise uptake and limited high-availability inventory sustain premiums. Key swing factors through October include spot-market liquidity, any accelerated deliveries before quarter-end, and potential new large-scale AI commitments.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano
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