Trader consensus on Polymarket reflects surging demand for NVIDIA Blackwell B200 GPUs amid an acute AI compute shortage, with Ornn Compute Price Index hitting $4.95 per GPU-hour in late April 2026—up 114% from $2.31 in early March—driven by hyperscaler capex acceleration and model throttling at firms like Anthropic. March indices showed a 24% B200 rental spike, outpacing H100 stability, as NVIDIA shipped 3.76 million units to top U.S. clouds yet utilization nears 100%. Spot rates vary widely ($2.25–$16.00/hour across providers like Vast.ai and Runpod), signaling pricing power for neoclouds. Key catalysts include NVIDIA's Q1 earnings (late May) on Blackwell ramp and May economic data influencing risk appetite; sustained agentic AI workloads could push rates higher, while supply influx risks downward pressure by May 31 resolution.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$12,180 Vol.
↑ $6.00
50%
↑ $5.50
50%
↓ $4.40
55%
↓ $4.30
35%
↓ $4.20
51%
↓ $4.10
64%
↓ $4.00
52%
↓ $3.75
60%
↓ $3.50
52%
↓ $3.00
41%
$12,180 Vol.
↑ $6.00
50%
↑ $5.50
50%
↓ $4.40
55%
↓ $4.30
35%
↓ $4.20
51%
↓ $4.10
64%
↓ $4.00
52%
↓ $3.75
60%
↓ $3.50
52%
↓ $3.00
41%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Mercado abierto: Apr 21, 2026, 7:06 PM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the B200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Trader consensus on Polymarket reflects surging demand for NVIDIA Blackwell B200 GPUs amid an acute AI compute shortage, with Ornn Compute Price Index hitting $4.95 per GPU-hour in late April 2026—up 114% from $2.31 in early March—driven by hyperscaler capex acceleration and model throttling at firms like Anthropic. March indices showed a 24% B200 rental spike, outpacing H100 stability, as NVIDIA shipped 3.76 million units to top U.S. clouds yet utilization nears 100%. Spot rates vary widely ($2.25–$16.00/hour across providers like Vast.ai and Runpod), signaling pricing power for neoclouds. Key catalysts include NVIDIA's Q1 earnings (late May) on Blackwell ramp and May economic data influencing risk appetite; sustained agentic AI workloads could push rates higher, while supply influx risks downward pressure by May 31 resolution.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado
Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
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