**NVIDIA’s reported shift of GB202 silicon production away from the RTX 5090 toward data-center and professional cards is the main factor anchoring trader sentiment around $0.60+ rental rates by end of October.** Leaked factory notices and corroborating reports from early October indicate no further consumer allocations, which tightens already constrained supply just as AI inference workloads continue driving demand for the 32 GB Blackwell card. Marketplace data as of October 12 show on-demand medians clustered near $0.61 across Vast.ai, temperature2, and similar platforms, with ranges typically $0.47–$1.19 depending on provider, spot vs. reserved terms, and location. Utilization above 66% and persistent retail shortages further support the leading $0.60+ bucket at 51.9% implied probability. Any official confirmation or sudden demand spike could reinforce this; conversely, unexpected inventory releases remain the main wildcard before month-end resolution.