Persistent HBM3e memory and CoWoS packaging bottlenecks continue constraining H200 supply through late 2026, while hyperscaler forward orders for Blackwell GPUs keep much new capacity allocated well in advance. Current specialist-cloud on-demand rates cluster around $3.70–$4.50 per GPU-hour with medians near $4.20–$4.50, supported by sustained AI training and inference demand that has driven recent price increases of 20%+ in some segments. Blackwell ramp-up introduces competitive pressure as higher-performance alternatives become available, yet shared component shortages limit rapid displacement of H200 fleets. Trader sentiment therefore centers on the $4.00–$5.50 range, balancing modest supply growth against resilient demand and pre-committed clusters.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour4,00 $ - 4,50 $ 20%
3,50 $-4,00 $ 15.5%
4,50 $-5,00 $ 15%
5,00 $-5,50 $ 13.5%
$14,742 Vol.
$14,742 Vol.
<2,50 $
5%
2,50 $–3,00 $
5%
3,00 $-3,50 $
6%
3,50 $-4,00 $
16%
4,00 $ - 4,50 $
20%
4,50 $-5,00 $
15%
5,00 $-5,50 $
13%
5,50 $-6,00 $
13%
6,00 $-6,50 $
9%
6,50 $-7,00 $
4%
7,00 $-7,50 $
3%
7,50 $+
3%
4,00 $ - 4,50 $ 20%
3,50 $-4,00 $ 15.5%
4,50 $-5,00 $ 15%
5,00 $-5,50 $ 13.5%
$14,742 Vol.
$14,742 Vol.
<2,50 $
5%
2,50 $–3,00 $
5%
3,00 $-3,50 $
6%
3,50 $-4,00 $
16%
4,00 $ - 4,50 $
20%
4,50 $-5,00 $
15%
5,00 $-5,50 $
13%
5,50 $-6,00 $
13%
6,00 $-6,50 $
9%
6,50 $-7,00 $
4%
7,00 $-7,50 $
3%
7,50 $+
3%
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.
Marché ouvert : Jul 10, 2026, 10:13 AM ET
Resolver
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 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.
Resolver
0x69c47De9D...Persistent HBM3e memory and CoWoS packaging bottlenecks continue constraining H200 supply through late 2026, while hyperscaler forward orders for Blackwell GPUs keep much new capacity allocated well in advance. Current specialist-cloud on-demand rates cluster around $3.70–$4.50 per GPU-hour with medians near $4.20–$4.50, supported by sustained AI training and inference demand that has driven recent price increases of 20%+ in some segments. Blackwell ramp-up introduces competitive pressure as higher-performance alternatives become available, yet shared component shortages limit rapid displacement of H200 fleets. Trader sentiment therefore centers on the $4.00–$5.50 range, balancing modest supply growth against resilient demand and pre-committed clusters.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour
Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes