Sustained demand for AI training and inference continues to support elevated H100 rental rates, with current medians across specialist clouds and marketplaces holding near $3.3–$3.9 per GPU-hour as of mid-November 2026. Recent provider actions, including Nebius’s October price increase to $4.50 and CoreWeave’s earlier rate hikes, have driven a 6–12% rebound over the past quarter and roughly 30% year-over-year gains from 2025 lows, reflecting tight capacity and limited near-term supply relief. Traders appear to price in continued firmness through year-end, with the $3.25+ outcome leading at 57% implied probability, though potential Blackwell ramp effects or demand moderation could still introduce downside risk before December 31.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado1H6H1D7D30DALL
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