Persistent supply constraints from HBM memory shortages and TSMC CoWoS packaging limits, combined with surging AI inference and agentic workloads, underpin current H100 rental pricing around $2–$3.50 per GPU-hour at neocloud and marketplace providers. Recent Nvidia results underscore demand exceeding supply through at least FY2028, with contract rates having risen roughly 40% from 2025 lows as capacity sells out and older Hopper silicon cascades into value-tier use. Blackwell and Rubin ramps absorb premium demand but leave H100 tight amid hyperscaler premiums and spot/on-demand spreads. With resolution in two months, trader consensus clusters near $2.50–$3.00 reflecting these dynamics while acknowledging potential short-term volatility from new deployments or demand shifts.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$2.50-$2.75 29%
$2.75-$3.00 25%
$3.00+ 17%
$2.25-$2.50 13%
$13,174 Vol.
$13,174 Vol.
<$2.00
6%
$2.00-$2.25
8%
$2.25-$2.50
13%
$2.50-$2.75
29%
$2.75-$3.00
25%
$3.00+
17%
$2.50-$2.75 29%
$2.75-$3.00 25%
$3.00+ 17%
$2.25-$2.50 13%
$13,174 Vol.
$13,174 Vol.
<$2.00
6%
$2.00-$2.25
8%
$2.25-$2.50
13%
$2.50-$2.75
29%
$2.75-$3.00
25%
$3.00+
17%
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.
Market Opened: Aug 11, 2026, 7:35 PM ET
Resolution Source
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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Persistent supply constraints from HBM memory shortages and TSMC CoWoS packaging limits, combined with surging AI inference and agentic workloads, underpin current H100 rental pricing around $2–$3.50 per GPU-hour at neocloud and marketplace providers. Recent Nvidia results underscore demand exceeding supply through at least FY2028, with contract rates having risen roughly 40% from 2025 lows as capacity sells out and older Hopper silicon cascades into value-tier use. Blackwell and Rubin ramps absorb premium demand but leave H100 tight amid hyperscaler premiums and spot/on-demand spreads. With resolution in two months, trader consensus clusters near $2.50–$3.00 reflecting these dynamics while acknowledging potential short-term volatility from new deployments or demand shifts.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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