Persistent high AI training and inference demand, coupled with NVIDIA's supply constraints and HBM memory shortages, anchors H100 on-demand rental prices near the current $3.30–3.40 median across neocloud providers. Blackwell B200 ramp-up has shifted some frontier workloads but leaves ample H100 utilization for cost-sensitive tasks, with spot rates as low as $0.35–$1.30 creating downward pressure on the lower end. Trader consensus around $2.50–$3.00+ reflects stable recent trends (+1.9% over four weeks) versus risks of further capacity additions or seasonal demand shifts by late October.
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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