**Persistent supply constraints and sustained demand for Blackwell-based GPUs are anchoring RTX 5090 rental rates well above $0.60 per hour.** Recent reports indicate NVIDIA has stopped accepting new orders or backorders for GB202 chips paired with 32 GB GDDR7 memory from at least one board partner, even as the company denies discontinuation. This has kept consumer availability tight while AI inference and smaller training workloads continue to absorb capacity across marketplaces such as Vast.ai and RunPod. Median on-demand listings currently cluster between roughly $0.67 and $1.20 per GPU-hour, with utilization near 70 percent in major networks. The 97.3 percent market-implied odds reflect trader recognition that these structural shortages are unlikely to ease before month-end. A rapid reversal would require either resumed component allocations or a sharp drop in AI demand—both improbable within the remaining days.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedView resolved

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