Trader consensus around the $2.25–$2.75 hourly range for H100 rentals by end-October reflects a closely balanced market where sustained AI inference demand offsets gradual supply increases from new clusters and the Blackwell ramp. Recent data shows prices stabilizing near $2.19–$3.15 across providers after a 40% rebound earlier in 2026 and some spot-rate softening mid-year, as hyperscalers and neoclouds compete on reserved versus on-demand contracts. Key swing factors include HBM memory constraints limiting new capacity, workload shifts favoring H100 for certain training tasks, and potential last-minute availability from underutilized racks. The even split among the three leading buckets captures uncertainty over whether downward pressure from B200 substitution will accelerate before October or if persistent bookings keep rates elevated.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật$2.50-$2.75 28%
$2.25-$2.50 26%
$2.75-$3.00 23%
$2.00-$2.25 11.5%
<$2.00
5%
$2.00-$2.25
11%
$2.25-$2.50
26%
$2.50-$2.75
28%
$2.75-$3.00
23%
$3.00+
11%
$2.50-$2.75 28%
$2.25-$2.50 26%
$2.75-$3.00 23%
$2.00-$2.25 11.5%
<$2.00
5%
$2.00-$2.25
11%
$2.25-$2.50
26%
$2.50-$2.75
28%
$2.75-$3.00
23%
$3.00+
11%
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.
Thị trường mở: Aug 11, 2026, 7:35 PM ET
Nguồn giải quyết
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.
Nguồn giải quyết
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Trader consensus around the $2.25–$2.75 hourly range for H100 rentals by end-October reflects a closely balanced market where sustained AI inference demand offsets gradual supply increases from new clusters and the Blackwell ramp. Recent data shows prices stabilizing near $2.19–$3.15 across providers after a 40% rebound earlier in 2026 and some spot-rate softening mid-year, as hyperscalers and neoclouds compete on reserved versus on-demand contracts. Key swing factors include HBM memory constraints limiting new capacity, workload shifts favoring H100 for certain training tasks, and potential last-minute availability from underutilized racks. The even split among the three leading buckets captures uncertainty over whether downward pressure from B200 substitution will accelerate before October or if persistent bookings keep rates elevated.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật
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