Recent supply growth from expanded H200 deployments and the Blackwell B200 ramp has eased acute shortages, yet persistent HBM3e memory and CoWoS packaging constraints continue to limit availability through late 2026. Strong AI training and inference demand, especially for memory-intensive workloads where the H200’s 141 GB HBM3e provides an edge over the H100, supports pricing near current specialist-cloud medians of roughly $3.80–$4.50 per hour. Hyperscaler rates remain elevated while marketplaces and neoclouds compete aggressively on spot and committed capacity, creating the tight spread reflected in trader positioning. Resolution hinges on October utilization trends and any further Blackwell capacity releases that could accelerate displacement of Hopper rentals.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$4.00-$4.50 27%
$5.00-$5.50 16%
$4.50-$5.00 15%
$5.50+ 12.5%
$10,255 Vol.
$10,255 Vol.
<$3.50
11%
$3.50-$4.00
16%
$4.00-$4.50
27%
$4.50-$5.00
15%
$5.00-$5.50
16%
$5.50+
13%
$4.00-$4.50 27%
$5.00-$5.50 16%
$4.50-$5.00 15%
$5.50+ 12.5%
$10,255 Vol.
$10,255 Vol.
<$3.50
11%
$3.50-$4.00
16%
$4.00-$4.50
27%
$4.50-$5.00
15%
$5.00-$5.50
16%
$5.50+
13%
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.
Pasar Dibuka: Aug 11, 2026, 7:34 PM ET
Sumber Resolusi
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.
Sumber Resolusi
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Recent supply growth from expanded H200 deployments and the Blackwell B200 ramp has eased acute shortages, yet persistent HBM3e memory and CoWoS packaging constraints continue to limit availability through late 2026. Strong AI training and inference demand, especially for memory-intensive workloads where the H200’s 141 GB HBM3e provides an edge over the H100, supports pricing near current specialist-cloud medians of roughly $3.80–$4.50 per hour. Hyperscaler rates remain elevated while marketplaces and neoclouds compete aggressively on spot and committed capacity, creating the tight spread reflected in trader positioning. Resolution hinges on October utilization trends and any further Blackwell capacity releases that could accelerate displacement of Hopper rentals.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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