Nvidia B200 Compute Price Falls to $4.22 as Kalshi Traders Doubt a Return to $6.11
Updated
Updated · CNBC · Jun 22
Nvidia B200 Compute Price Falls to $4.22 as Kalshi Traders Doubt a Return to $6.11
3 articles · Updated · CNBC · Jun 22
Summary
$4.22 per hour was the B200 compute price on June 21, down from a three-month high of $6.11 on May 30, according to Ornn's live GPU pricing dashboard.
Kalshi traders are now betting the flagship Nvidia chip's second-quarter compute price will not top that May peak by the June 30 contract deadline.
Nvidia shares have also weakened relative to peers, up about 12% in 2026 but down roughly 3% over the past month, while the VanEck Semiconductor ETF gained 15% in that span.
Wall Street's attention has shifted toward memory chips and AI infrastructure, helping lift names such as Micron and Sandisk nearly 60% in the past month.
The softer pricing signal contrasts with still-strong long-term demand: Google earlier agreed to pay SpaceX $920 million a month for AI capacity using about 110,000 Nvidia GPUs, a deal RBC said supports Nvidia into late 2026 and 2027.