Persistent supply constraints amid robust AI training demand have driven H200 GPU rental rates to cluster between roughly $2.00 and $4.00 per GPU-hour across specialist providers as of mid-May 2026, with hyperscalers quoting higher on-demand levels near $5.00. Recent energy-cost pass-throughs and near-full booking of new clusters through summer have supported this pricing floor, while spot and reserved markets show modest upward drift. Traders are weighing the timing of additional CoWoS capacity and early Blackwell B200 availability against sustained enterprise commitments that could extend H200 utilization into June. The outcome by May 31 hinges on whether incremental supply eases spot tightness before month-end data-center utilization reports.
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$19,435 KL.
↑ $6.00
95%
↑ $5.50
90%
↑ $5.00
91%
↓ $4.25
31%
↓ $4.00
29%
↓ $3.50
15%
↓ $3.00
13%
↓ $2.50
9%
↓ $2.00
6%
$19,435 KL.
↑ $6.00
95%
↑ $5.50
90%
↑ $5.00
91%
↓ $4.25
31%
↓ $4.00
29%
↓ $3.50
15%
↓ $3.00
13%
↓ $2.50
9%
↓ $2.00
6%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 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: May 14, 2026, 6:56 PM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 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.
Resolver
0x65070BE91...Persistent supply constraints amid robust AI training demand have driven H200 GPU rental rates to cluster between roughly $2.00 and $4.00 per GPU-hour across specialist providers as of mid-May 2026, with hyperscalers quoting higher on-demand levels near $5.00. Recent energy-cost pass-throughs and near-full booking of new clusters through summer have supported this pricing floor, while spot and reserved markets show modest upward drift. Traders are weighing the timing of additional CoWoS capacity and early Blackwell B200 availability against sustained enterprise commitments that could extend H200 utilization into June. The outcome by May 31 hinges on whether incremental supply eases spot tightness before month-end data-center utilization reports.
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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