**Trader sentiment on H200 rental prices at end-October 2026 remains closely split because sustained AI demand collides with expanding Hopper supply, the Blackwell ramp, and rising AMD competition.** Recent data show median on-demand rates clustered around $3.95–$4.50 per GPU-hour across providers, with wide spreads from sub-$2 spot marketplaces to $10+ hyperscaler tiers driven by HBM3e memory and CoWoS packaging constraints. May–July 2026 saw sharp spot declines of up to 40% as new capacity came online, yet contract pricing held firmer amid hyperscaler capex exceeding $600 billion. Key swing factors include Blackwell deployment velocity over the next two months, any easing of HBM3e bottlenecks, and whether AMD’s MI350-series GPUs—claiming up to 40% higher FP8 throughput and larger memory—gain meaningful adoption and displace H200 demand in production workloads.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於5.50美元以上 27.0%
$4.00-$4.50 26%
$4.50-$5.00 23%
$3.50-$4.00 12%
$11,161 交易量
$11,161 交易量
低於3.50美元
5%
$3.50-$4.00
12%
$4.00-$4.50
26%
$4.50-$5.00
23%
$5.00-$5.50
12%
5.50美元以上
27%
5.50美元以上 27.0%
$4.00-$4.50 26%
$4.50-$5.00 23%
$3.50-$4.00 12%
$11,161 交易量
$11,161 交易量
低於3.50美元
5%
$3.50-$4.00
12%
$4.00-$4.50
26%
$4.50-$5.00
23%
$5.00-$5.50
12%
5.50美元以上
27%
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.
市場開放時間: Aug 11, 2026, 7:34 PM ET
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.
**Trader sentiment on H200 rental prices at end-October 2026 remains closely split because sustained AI demand collides with expanding Hopper supply, the Blackwell ramp, and rising AMD competition.** Recent data show median on-demand rates clustered around $3.95–$4.50 per GPU-hour across providers, with wide spreads from sub-$2 spot marketplaces to $10+ hyperscaler tiers driven by HBM3e memory and CoWoS packaging constraints. May–July 2026 saw sharp spot declines of up to 40% as new capacity came online, yet contract pricing held firmer amid hyperscaler capex exceeding $600 billion. Key swing factors include Blackwell deployment velocity over the next two months, any easing of HBM3e bottlenecks, and whether AMD’s MI350-series GPUs—claiming up to 40% higher FP8 throughput and larger memory—gain meaningful adoption and displace H200 demand in production workloads.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
警惕外部連結哦。
警惕外部連結哦。
Frequently Asked Questions