Sustained AI training and inference demand, paired with persistent Blackwell supply constraints from TSMC CoWoS packaging and HBM shortages, is anchoring trader expectations for H100 rental rates near the low-to-mid $2 range by late October. Current neo-cloud indices hover around $2.70 per GPU-hour following a 40% rebound from 2025 lows, driven by hyperscaler reservations and tight spot availability through summer 2026. While some providers list H100s as low as $2.19, broader market tightness and long lead times for newer GPUs limit downside pressure before October. Upcoming Blackwell capacity ramps represent the key swing factor that could ease rates if deployments accelerate faster than anticipated.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour<2,00 $ 28%
2,50 $-2,75 $ 27%
2,00 $-2,25 $ 26%
2,25 $–2,50 $ 22%
<2,00 $
28%
2,00 $-2,25 $
26%
2,25 $–2,50 $
22%
2,50 $-2,75 $
27%
2,75 $-3,00 $
22%
3,00 $+
37%
<2,00 $ 28%
2,50 $-2,75 $ 27%
2,00 $-2,25 $ 26%
2,25 $–2,50 $ 22%
<2,00 $
28%
2,00 $-2,25 $
26%
2,25 $–2,50 $
22%
2,50 $-2,75 $
27%
2,75 $-3,00 $
22%
3,00 $+
37%
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 H100 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.
Marché ouvert : Aug 11, 2026, 7:35 PM ET
Source de résolution
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 H100 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.
Source de résolution
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Sustained AI training and inference demand, paired with persistent Blackwell supply constraints from TSMC CoWoS packaging and HBM shortages, is anchoring trader expectations for H100 rental rates near the low-to-mid $2 range by late October. Current neo-cloud indices hover around $2.70 per GPU-hour following a 40% rebound from 2025 lows, driven by hyperscaler reservations and tight spot availability through summer 2026. While some providers list H100s as low as $2.19, broader market tightness and long lead times for newer GPUs limit downside pressure before October. Upcoming Blackwell capacity ramps represent the key swing factor that could ease rates if deployments accelerate faster than anticipated.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour
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