**Persistent supply chain bottlenecks and sustained AI demand continue to anchor trader expectations for B200 rental rates near current levels by year-end 2026.** NVIDIA’s Blackwell B200 faces tight constraints from TSMC CoWoS-L packaging capacity and HBM3e memory allocation, with lead times stretching 8–52 weeks and a multi-million-unit backlog persisting into mid-2026. Hyperscalers (Microsoft, Google, Meta, Amazon) have pre-committed most 2026 output through forward orders, while inference workloads alongside training keep utilization elevated. Current cloud rates reflect this reality—on-demand medians hover around $6–7 per GPU-hour across providers, with spot instances lower—yet expanding TSMC capacity, Rubin ramp in H2 2026, and any demand moderation could ease pricing. Traders see the $5.50–$6.50 range as the most probable equilibrium given these offsetting forces and limited near-term relief.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$6.00-$6.50 26%
$5.50-$6.00 18%
$4.50-$5.00 15%
$5.00-$5.50 14.2%
$57,885 Vol.
$57,885 Vol.
Dec 31, 2026
<$3.00
8%
$3.00-$3.50
4%
$3.50-$4.00
5%
$4.00-$4.50
7%
$4.50-$5.00
15%
$5.00-$5.50
14%
$5.50-$6.00
18%
$6.00-$6.50
26%
$6.50-$7.00
8%
$7.00+
8%
$6.00-$6.50 26%
$5.50-$6.00 18%
$4.50-$5.00 15%
$5.00-$5.50 14.2%
$57,885 Vol.
$57,885 Vol.
Dec 31, 2026
<$3.00
$3,016 Vol.
8%
$3.00-$3.50
$3,336 Vol.
4%
$3.50-$4.00
$3,765 Vol.
5%
$4.00-$4.50
$4,286 Vol.
7%
$4.50-$5.00
$10,392 Vol.
15%
$5.00-$5.50
$7,759 Vol.
14%
$5.50-$6.00
$5,811 Vol.
18%
$6.00-$6.50
$8,060 Vol.
26%
$6.50-$7.00
$5,534 Vol.
8%
$7.00+
$5,926 Vol.
8%
This market will resolve according to the finalized Ornn B200 Index price for December 31, 2026.
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 chain bottlenecks and sustained AI demand continue to anchor trader expectations for B200 rental rates near current levels by year-end 2026.**
NVIDIA’s Blackwell B200 faces tight constraints from TSMC CoWoS-L packaging capacity and HBM3e memory allocation, with lead times stretching 8–52 weeks and a multi-million-unit backlog persisting into mid-2026. Hyperscalers (Microsoft, Google, Meta, Amazon) have pre-committed most 2026 output through forward orders, while inference workloads alongside training keep utilization elevated. Current cloud rates reflect this reality—on-demand medians hover around $6–7 per GPU-hour across providers, with spot instances lower—yet expanding TSMC capacity, Rubin ramp in H2 2026, and any demand moderation could ease pricing. Traders see the $5.50–$6.50 range as the most probable equilibrium given these offsetting forces and limited near-term relief.
This market will resolve according to the finalized Ornn B200 Index price for December 31, 2026.
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.
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: Jul 10, 2026, 10:14 AM ET
Volume
$57,885End Date
Dec 31, 2026Market Opened
Jul 10, 2026, 10:14 AM ETResolver
0x69c47De9D...This market will resolve according to the finalized Ornn B200 Index price for December 31, 2026.
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 chain bottlenecks and sustained AI demand continue to anchor trader expectations for B200 rental rates near current levels by year-end 2026.**
NVIDIA’s Blackwell B200 faces tight constraints from TSMC CoWoS-L packaging capacity and HBM3e memory allocation, with lead times stretching 8–52 weeks and a multi-million-unit backlog persisting into mid-2026. Hyperscalers (Microsoft, Google, Meta, Amazon) have pre-committed most 2026 output through forward orders, while inference workloads alongside training keep utilization elevated. Current cloud rates reflect this reality—on-demand medians hover around $6–7 per GPU-hour across providers, with spot instances lower—yet expanding TSMC capacity, Rubin ramp in H2 2026, and any demand moderation could ease pricing. Traders see the $5.50–$6.50 range as the most probable equilibrium given these offsetting forces and limited near-term relief.
This market will resolve according to the finalized Ornn B200 Index price for December 31, 2026.
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.
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.
Volume
$57,885End Date
Dec 31, 2026Market Opened
Jul 10, 2026, 10:14 AM ETResolver
0x69c47De9D...**Persistent supply chain bottlenecks and sustained AI demand continue to anchor trader expectations for B200 rental rates near current levels by year-end 2026.** NVIDIA’s Blackwell B200 faces tight constraints from TSMC CoWoS-L packaging capacity and HBM3e memory allocation, with lead times stretching 8–52 weeks and a multi-million-unit backlog persisting into mid-2026. Hyperscalers (Microsoft, Google, Meta, Amazon) have pre-committed most 2026 output through forward orders, while inference workloads alongside training keep utilization elevated. Current cloud rates reflect this reality—on-demand medians hover around $6–7 per GPU-hour across providers, with spot instances lower—yet expanding TSMC capacity, Rubin ramp in H2 2026, and any demand moderation could ease pricing. Traders see the $5.50–$6.50 range as the most probable equilibrium given these offsetting forces and limited near-term relief.
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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