**Persistent AI demand and supply chain constraints are anchoring trader expectations for H200 rental rates near or above $5 per GPU-hour by late October.** Current on-demand medians sit around $4.40–$4.50 across providers, with transaction-based indices recently settling at $5.07 after a 10% weekly gain, reflecting tight availability of HBM3e memory and CoWoS advanced packaging at TSMC. High-bandwidth memory shortages and hyperscaler preemption of capacity continue to limit new H200 supply, while memory-intensive workloads favor the 141 GB H200 over the H100 for inference and training of larger models. Blackwell ramp-up in the second half of 2026 offers limited near-term relief for Hopper-class hardware. With only weeks until resolution, the market-implied odds favor $5+ outcomes as traders price in sustained tightness rather than any rapid easing.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$5.50+ 41.1%
$5.00-$5.50 24%
$4.50-$5.00 19%
$4.00-$4.50 15%
$19,676 Vol.
$19,676 Vol.
<$3.50
3%
$3.50-$4.00
3%
$4.00-$4.50
15%
$4.50-$5.00
19%
$5.00-$5.50
24%
$5.50+
41%
$5.50+ 41.1%
$5.00-$5.50 24%
$4.50-$5.00 19%
$4.00-$4.50 15%
$19,676 Vol.
$19,676 Vol.
<$3.50
3%
$3.50-$4.00
3%
$4.00-$4.50
15%
$4.50-$5.00
19%
$5.00-$5.50
24%
$5.50+
41%
If the recorded data falls exactly between two brackets, this market will resolve to the higher bracket.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. The specified finalized daily value shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
Resolution will occur once the specified data point is finalized. If the relevant data is not finalized by the end of the 7th calendar day after the specified date (ET), this market will resolve according to the latest data available at that time. Revisions made after the relevant figure has been finalized will not be considered.
Market Opened: Aug 11, 2026, 7:34 PM ET
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...If the recorded data falls exactly between two brackets, this market will resolve to the higher bracket.
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. The specified finalized daily value shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
Resolution will occur once the specified data point is finalized. If the relevant data is not finalized by the end of the 7th calendar day after the specified date (ET), this market will resolve according to the latest data available at that time. Revisions made after the relevant figure has been finalized will not be considered.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...**Persistent AI demand and supply chain constraints are anchoring trader expectations for H200 rental rates near or above $5 per GPU-hour by late October.** Current on-demand medians sit around $4.40–$4.50 across providers, with transaction-based indices recently settling at $5.07 after a 10% weekly gain, reflecting tight availability of HBM3e memory and CoWoS advanced packaging at TSMC. High-bandwidth memory shortages and hyperscaler preemption of capacity continue to limit new H200 supply, while memory-intensive workloads favor the 141 GB H200 over the H100 for inference and training of larger models. Blackwell ramp-up in the second half of 2026 offers limited near-term relief for Hopper-class hardware. With only weeks until resolution, the market-implied odds favor $5+ outcomes as traders price in sustained tightness rather than any rapid easing.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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