**Persistent supply constraints from HBM memory shortages and TSMC CoWoS packaging capacity, alongside sustained AI training and inference demand, are anchoring trader expectations for H100 rental rates near or above $3.00 per GPU-hour by end of October.** Current on-demand medians hover around $3.20–$3.38 across providers, with neocloud spot rates as low as $0.94–$1.99 and hyperscaler pricing significantly higher. Prices have risen roughly 10% over the past 90 days after climbing from 2025 lows, as production shifts toward Blackwell GPUs limit new H100 supply while inference workloads maintain utilization. Key upcoming catalysts include any further HBM allocation shifts or large contract renewals that could tighten available capacity. Market-implied odds reflect this balance of tightening fundamentals against potential spot-market relief.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$3.00+ 38%
$2.75-$3.00 19%
$2.50-$2.75 16%
$2.25-$2.50 12%
$15,872 Vol.
$15,872 Vol.
<$2.00
4%
$2.00-$2.25
7%
$2.25-$2.50
12%
$2.50-$2.75
16%
$2.75-$3.00
19%
$3.00+
38%
$3.00+ 38%
$2.75-$3.00 19%
$2.50-$2.75 16%
$2.25-$2.50 12%
$15,872 Vol.
$15,872 Vol.
<$2.00
4%
$2.00-$2.25
7%
$2.25-$2.50
12%
$2.50-$2.75
16%
$2.75-$3.00
19%
$3.00+
38%
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.
Pasar Dibuka: Aug 11, 2026, 7:35 PM ET
Sumber Resolusi
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.
Sumber Resolusi
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...**Persistent supply constraints from HBM memory shortages and TSMC CoWoS packaging capacity, alongside sustained AI training and inference demand, are anchoring trader expectations for H100 rental rates near or above $3.00 per GPU-hour by end of October.** Current on-demand medians hover around $3.20–$3.38 across providers, with neocloud spot rates as low as $0.94–$1.99 and hyperscaler pricing significantly higher. Prices have risen roughly 10% over the past 90 days after climbing from 2025 lows, as production shifts toward Blackwell GPUs limit new H100 supply while inference workloads maintain utilization. Key upcoming catalysts include any further HBM allocation shifts or large contract renewals that could tighten available capacity. Market-implied odds reflect this balance of tightening fundamentals against potential spot-market relief.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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