**Persistent supply constraints from TSMC CoWoS advanced packaging and HBM3e memory, combined with hyperscaler AI infrastructure demand far exceeding available capacity, are the main factors supporting elevated B200 rental prices.** As of early September 2026, on-demand rates range from roughly $3.50–$16/hr across providers, with medians near $6.70–$6.82/hr and recent indices showing +5–20% gains over the prior month amid tightening spot and committed availability. NVIDIA has acknowledged supply supporting only about 70% growth despite much stronger demand, while large backlogs, priority allocations to Microsoft, Google, Meta, and others, and data-center power/buildout limits continue to constrain near-term relief. Traders see limited downside to year-end pricing because newer Blackwell Ultra or Rubin capacity arrives too late to meaningfully ease 2026 tightness, and custom ASIC alternatives have not yet displaced enough GPU workloads. Upcoming catalysts include further hyperscaler capex updates and any visible acceleration in CoWoS yields or HBM output.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$7.00+ 56%
$6.50-$7.00 9.0%
$5.50-$6.00 9%
$6.00-$6.50 7%
$69,625 Vol.
$69,625 Vol.
<$3.00
2%
$3.00-$3.50
3%
$3.50-$4.00
3%
$4.00-$4.50
4%
$4.50-$5.00
5%
$5.00-$5.50
6%
$5.50-$6.00
9%
$6.00-$6.50
7%
$6.50-$7.00
9%
$7.00+
56%
$7.00+ 56%
$6.50-$7.00 9.0%
$5.50-$6.00 9%
$6.00-$6.50 7%
$69,625 Vol.
$69,625 Vol.
<$3.00
2%
$3.00-$3.50
3%
$3.50-$4.00
3%
$4.00-$4.50
4%
$4.50-$5.00
5%
$5.00-$5.50
6%
$5.50-$6.00
9%
$6.00-$6.50
7%
$6.50-$7.00
9%
$7.00+
56%
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
Resolver
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.
Resolver
0x69c47De9D...**Persistent supply constraints from TSMC CoWoS advanced packaging and HBM3e memory, combined with hyperscaler AI infrastructure demand far exceeding available capacity, are the main factors supporting elevated B200 rental prices.** As of early September 2026, on-demand rates range from roughly $3.50–$16/hr across providers, with medians near $6.70–$6.82/hr and recent indices showing +5–20% gains over the prior month amid tightening spot and committed availability. NVIDIA has acknowledged supply supporting only about 70% growth despite much stronger demand, while large backlogs, priority allocations to Microsoft, Google, Meta, and others, and data-center power/buildout limits continue to constrain near-term relief. Traders see limited downside to year-end pricing because newer Blackwell Ultra or Rubin capacity arrives too late to meaningfully ease 2026 tightness, and custom ASIC alternatives have not yet displaced enough GPU workloads. Upcoming catalysts include further hyperscaler capex updates and any visible acceleration in CoWoS yields or HBM output.
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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