H100 rental rates in 2026 reflect tightening supply amid sustained AI demand, with on-demand medians near $3.38 per GPU-hour across dozens of providers as of mid-September and spot listings dipping below $1 on marketplaces. Primary drivers include prolonged Blackwell B200 lead times that have redirected workloads back to Hopper-class hardware, combined with HBM3e memory shortages constraining overall accelerator output. Neoclouds and hyperscalers report capacity largely booked through late 2026, supporting recent rebounds of 7–11% over 90 days and 40%+ gains on one-year contracts since 2025 lows. Upcoming catalysts include scheduled provider price hikes such as Nebius’s 17–21% adjustments effective October 1 and continued Blackwell ramp dynamics that could either sustain H100 firmness or eventually ease pressure once more capacity lands. Trader sentiment tracks these supply-demand imbalances closely given rapid shifts in production bottlenecks and inference workloads.
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$10,226 KL.
↑ $3.50
79%
↓ $2.25
45%
↓ $2.00
40%
↓ $1.50
28%
$10,226 KL.
↑ $3.50
79%
↓ $2.25
45%
↓ $2.00
40%
↓ $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.
Thị trường mở: Jul 10, 2026, 10:21 AM ET
Người giải quyết
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.
Người giải quyết
0x65070BE91...H100 rental rates in 2026 reflect tightening supply amid sustained AI demand, with on-demand medians near $3.38 per GPU-hour across dozens of providers as of mid-September and spot listings dipping below $1 on marketplaces. Primary drivers include prolonged Blackwell B200 lead times that have redirected workloads back to Hopper-class hardware, combined with HBM3e memory shortages constraining overall accelerator output. Neoclouds and hyperscalers report capacity largely booked through late 2026, supporting recent rebounds of 7–11% over 90 days and 40%+ gains on one-year contracts since 2025 lows. Upcoming catalysts include scheduled provider price hikes such as Nebius’s 17–21% adjustments effective October 1 and continued Blackwell ramp dynamics that could either sustain H100 firmness or eventually ease pressure once more capacity lands. Trader sentiment tracks these supply-demand imbalances closely given rapid shifts in production bottlenecks and inference workloads.
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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