Recent supply chain constraints around HBM3e memory and TSMC CoWoS packaging have kept H200 availability tight through mid-2026, supporting rental rates that range from roughly $2.30 on spot marketplaces to over $10 on hyperscalers, with medians near $4 per hour. AWS and other providers cut on-demand pricing by up to 45% in recent months while spot rates fell nearly 50% earlier in the year as NVIDIA increased Hopper output. Strong Chinese demand and Blackwell B200/B300 production ramps are diverting new capacity, creating downward pressure on H200 premiums even as memory-bound AI workloads continue favoring the 141 GB HBM3e configuration. New HBM capacity from Samsung and Micron is expected online late in 2026, potentially easing shortages and influencing year-end price trajectories.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado$10,879 Vol.
↑ $7,00
44%
↑ $6,00
53%
↓ $4,00
72%
↓ $3,75
43%
↓ $3,50
65%
↓ $3,00
32%
↓ $2,50
8%
$10,879 Vol.
↑ $7,00
44%
↑ $6,00
53%
↓ $4,00
72%
↓ $3,75
43%
↓ $3,50
65%
↓ $3,00
32%
↓ $2,50
8%
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.
Mercado Aberto: 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...Recent supply chain constraints around HBM3e memory and TSMC CoWoS packaging have kept H200 availability tight through mid-2026, supporting rental rates that range from roughly $2.30 on spot marketplaces to over $10 on hyperscalers, with medians near $4 per hour. AWS and other providers cut on-demand pricing by up to 45% in recent months while spot rates fell nearly 50% earlier in the year as NVIDIA increased Hopper output. Strong Chinese demand and Blackwell B200/B300 production ramps are diverting new capacity, creating downward pressure on H200 premiums even as memory-bound AI workloads continue favoring the 141 GB HBM3e configuration. New HBM capacity from Samsung and Micron is expected online late in 2026, potentially easing shortages and influencing year-end price trajectories.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado
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