Strong AI demand and persistent supply constraints from HBM3e memory and TSMC CoWoS packaging have kept H200 rental rates elevated through much of 2026, though recent data shows meaningful declines. Median on-demand pricing sits near $3.50–$4.11 per GPU-hour across providers, with neocloud floors around $2.30 and hyperscaler quotes reaching $10+, reflecting a 20–40% drop from spring peaks driven by expanding capacity and Blackwell (B200) availability. Chinese orders exceeding 2 million units, export uncertainty, and competing next-gen GPUs continue to shape liquidity. Traders are watching Q3–Q4 supply ramps, new cluster deployments, and hyperscaler price adjustments for clearer signals on whether rates stabilize or fall further by year-end.
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$10,879 Vol.
↑ 7,00 $
44%
↑ 6,00 $
54%
↓ 4,00 $
77%
↓ 3,75 $
41%
↓ 3,50 $
63%
↓ 3,00 $
29%
↓ 2,50 $
9%
$10,879 Vol.
↑ 7,00 $
44%
↑ 6,00 $
54%
↓ 4,00 $
77%
↓ 3,75 $
41%
↓ 3,50 $
63%
↓ 3,00 $
29%
↓ 2,50 $
9%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. 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 listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Marché ouvert : Jul 10, 2026, 6:34 PM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. 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 listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Strong AI demand and persistent supply constraints from HBM3e memory and TSMC CoWoS packaging have kept H200 rental rates elevated through much of 2026, though recent data shows meaningful declines. Median on-demand pricing sits near $3.50–$4.11 per GPU-hour across providers, with neocloud floors around $2.30 and hyperscaler quotes reaching $10+, reflecting a 20–40% drop from spring peaks driven by expanding capacity and Blackwell (B200) availability. Chinese orders exceeding 2 million units, export uncertainty, and competing next-gen GPUs continue to shape liquidity. Traders are watching Q3–Q4 supply ramps, new cluster deployments, and hyperscaler price adjustments for clearer signals on whether rates stabilize or fall further by year-end.
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