Strong trader consensus around sustained high B200 rental rates by year-end stems primarily from ongoing high-bandwidth memory (HBM) shortages and robust AI demand that have kept median on-demand prices near $7–8 per GPU-hour across providers as of mid-October 2026. Current listings show wide dispersion, with spot and marketplace rates dipping to $3.50–$4.50 while hyperscalers and major neoclouds hold firm at $7–$14, and recent adjustments such as Nebius lifting rates to $8.50 and broader 30-day upward trends reinforce the view that supply constraints will persist through December. Limited new Blackwell capacity additions, continued frontier-model training workloads, and the absence of immediate Rubin-scale relief keep the market-implied odds heavily weighted toward $7.00+, even as cheaper interruptible options remain available for flexible users.
此市場將根據 2026年12月31日 的 Ornn B200 Index 最終價格結算。 如果記錄的資料恰好落在兩個區間之間,本市場將按較高的區間結算。 此市場的結算來源為 Ornnai.com (ornnai.com),具體而言,是 https://dashboard.ornnai.com 上提供的 B200 Index 圖表資料。結算時將採用圖表上顯示的指定最終每日數值。隔日的資料點發布後,當日資料即視為最終資料。 指定資料點定稿後即進行結算。如果相關資料截至指定日期後第 7 個日曆日結束時(ET)仍未定稿,本市場將根據當時可取得的最新資料進行結算。相關數值確定後所作的修訂將不予考慮。
機器翻譯。如有爭議,以原文為準。