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.
该市场将根据 2026年12月31日 的 Ornn B200 Index 最终价格进行结算。 如果记录的数据恰好位于两个区间之间,本市场将按较高的区间结算。 该市场的结算来源为 Ornnai.com (ornnai.com),具体来说,是 https://dashboard.ornnai.com 上提供的 B200 Index 图表数据。结算将采用图表上显示的指定最终每日数值。次日的数据点发布后,当日数据将视为最终数据。 指定数据点定稿后即进行结算。如果相关数据截至指定日期后的第 7 个日历日结束时(ET)仍未定稿,本市场将根据届时可获取的最新数据进行结算。相关数值最终确定后所作的修订将不予考虑。
机器翻译。如有争议,以原文为准。