Recent capacity expansions from TSMC, easing HBM3e memory constraints, and new entrants like RunPod and Lambda have broadened B200 availability, intensifying competition and pressuring spot and lower-tier on-demand rates toward the $6 range. Trader consensus clusters around $6.50–$7.50 because sustained frontier-model training demand from AI labs continues to support premium pricing at established providers, while B300 displacement and additional neocloud clusters introduce downside risk. Key swing factors through month-end include hyperscaler allocation releases and any fresh multi-year commitments that could tighten near-term supply. The closely matched probabilities reflect this balance between incremental supply growth and resilient AI workload demand.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$7.00-$7.50 36.3%
$6.50-$7.00 34.7%
$6.00-$6.50 25%
$5.50-$6.00 5%
$47,243 Vol.
$47,243 Vol.
<$5.50
4%
$5.50-$6.00
5%
$6.00-$6.50
25%
$6.50-$7.00
35%
$7.00-$7.50
36%
$7.50+
5%
$7.00-$7.50 36.3%
$6.50-$7.00 34.7%
$6.00-$6.50 25%
$5.50-$6.00 5%
$47,243 Vol.
$47,243 Vol.
<$5.50
4%
$5.50-$6.00
5%
$6.00-$6.50
25%
$6.50-$7.00
35%
$7.00-$7.50
36%
$7.50+
5%
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 30, 2026, 11:34 AM 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...Recent capacity expansions from TSMC, easing HBM3e memory constraints, and new entrants like RunPod and Lambda have broadened B200 availability, intensifying competition and pressuring spot and lower-tier on-demand rates toward the $6 range. Trader consensus clusters around $6.50–$7.50 because sustained frontier-model training demand from AI labs continues to support premium pricing at established providers, while B300 displacement and additional neocloud clusters introduce downside risk. Key swing factors through month-end include hyperscaler allocation releases and any fresh multi-year commitments that could tighten near-term supply. The closely matched probabilities reflect this balance between incremental supply growth and resilient AI workload demand.
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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