Strong trader consensus around B200 GPU rental prices ending October above $6.50 reflects sustained high demand for Blackwell GPUs amid ongoing large-scale AI training workloads. Limited supply of the new chips, combined with continued investment from hyperscalers and AI labs, has kept hourly rates elevated despite gradual production ramps. This positioning aligns with broader market dynamics where compute scarcity continues to support premium pricing. Realistic scenarios that could still shift the outcome include a faster-than-expected surge in B200 availability from additional foundry output or a notable slowdown in new model development spending that reduces immediate rental demand.