Strong AI training and inference demand continues to support H100 rental rates in September 2026, with on-demand medians around $3.20–$3.39 per GPU-hour across providers and spot/community capacity dipping to $0.94–$2.00. Tight Blackwell supply has shifted workloads back to Hopper GPUs, driving neocloud contract prices higher from early-2026 lows while hyperscaler premiums remain elevated though narrower than in 2025. Key swing factors include hyperscaler earnings guidance on AI capex, new large-model releases that could spike inference needs, and any acceleration in Blackwell availability that might ease H100 tightness. Traders monitor these alongside regional supply additions from neocloud operators to gauge whether rates stabilize, rise further, or ease toward year-end.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено$10,194 Обс.
↑ $3.50
82%
↓ $2.25
46%
↓ $2.00
39%
↓ $1.50
28%
$10,194 Обс.
↑ $3.50
82%
↓ $2.25
46%
↓ $2.00
39%
↓ $1.50
28%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Ринок відкрито: Jul 10, 2026, 10:21 AM ET
Вирішувач
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Вирішувач
0x65070BE91...Strong AI training and inference demand continues to support H100 rental rates in September 2026, with on-demand medians around $3.20–$3.39 per GPU-hour across providers and spot/community capacity dipping to $0.94–$2.00. Tight Blackwell supply has shifted workloads back to Hopper GPUs, driving neocloud contract prices higher from early-2026 lows while hyperscaler premiums remain elevated though narrower than in 2025. Key swing factors include hyperscaler earnings guidance on AI capex, new large-model releases that could spike inference needs, and any acceleration in Blackwell availability that might ease H100 tightness. Traders monitor these alongside regional supply additions from neocloud operators to gauge whether rates stabilize, rise further, or ease toward year-end.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено
Обережно з зовнішніми посиланнями.
Обережно з зовнішніми посиланнями.
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