Trader sentiment on H100 GPU rental prices reflects surging AI compute demand outpacing supply, with SemiAnalysis's new index showing 1-year contract rates climbing nearly 40% to $2.35 per hour in March 2026 from $1.70 lows last October, as on-demand capacity sells out and providers extend deals through 2028. Even as the Hopper-architecture H100 nears four years old, insatiable needs for AI training and inference—coupled with Blackwell B200 shortages pushing lead times to mid-2026—have driven spot aggregates up 20-40% year-to-date on platforms like Vast.ai, where rates range $1.38-$2.59 per hour. Key watch: NVIDIA supply announcements or GTC updates before April 30 resolution, as fresh capacity could temper momentum while escalating hyperscaler bids sustain upward pressure.
Experimental AI-generated summary referencing Polymarket data · UpdatedGPU rental prices (H100) hit___ by April 30?
GPU rental prices (H100) hit___ by April 30?
$323,950 Vol.
↑ $4.00
1%
↑ $3.50
2%
↑ $3.00
7%
↑ $2.75
85%
↓ $2.20
1%
↓ $2.10
1%
↓ $2.00
1%
↓ $1.75
2%
↓ $1.50
1%
$323,950 Vol.
↑ $4.00
1%
↑ $3.50
2%
↑ $3.00
7%
↑ $2.75
85%
↓ $2.20
1%
↓ $2.10
1%
↓ $2.00
1%
↓ $1.75
2%
↓ $1.50
1%
The resolution source for this market is Silicon Data — specifically, the H100 Index chart data available at https://www.silicondata.com/products/silicon-index, which tracks Neocloud rental prices. 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 price shown on the Silicon Data H100 chart is equal to or greater than the listed price, or once the value for April 30, 2026 is finalized. If no data for April 30, 2026 has been finalized by May 14, 2026, this market will resolve based on the data available at that time.
Revisions made to previously published data points on the H100 Index chart, before the April 30, 2026 data point has been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after the April 30, 2026, data point has been finalized will not be considered.
Market Opened: Feb 3, 2026, 10:31 AM ET
Resolver
0x65070BE91...The resolution source for this market is Silicon Data — specifically, the H100 Index chart data available at https://www.silicondata.com/products/silicon-index, which tracks Neocloud rental prices. 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 price shown on the Silicon Data H100 chart is equal to or greater than the listed price, or once the value for April 30, 2026 is finalized. If no data for April 30, 2026 has been finalized by May 14, 2026, this market will resolve based on the data available at that time.
Revisions made to previously published data points on the H100 Index chart, before the April 30, 2026 data point has been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after the April 30, 2026, data point has been finalized will not be considered.
Resolver
0x65070BE91...Trader sentiment on H100 GPU rental prices reflects surging AI compute demand outpacing supply, with SemiAnalysis's new index showing 1-year contract rates climbing nearly 40% to $2.35 per hour in March 2026 from $1.70 lows last October, as on-demand capacity sells out and providers extend deals through 2028. Even as the Hopper-architecture H100 nears four years old, insatiable needs for AI training and inference—coupled with Blackwell B200 shortages pushing lead times to mid-2026—have driven spot aggregates up 20-40% year-to-date on platforms like Vast.ai, where rates range $1.38-$2.59 per hour. Key watch: NVIDIA supply announcements or GTC updates before April 30 resolution, as fresh capacity could temper momentum while escalating hyperscaler bids sustain upward pressure.
Experimental AI-generated summary referencing Polymarket data · Updated
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