Trader consensus on Polymarket reflects surging demand for NVIDIA H100 GPUs amid an AI compute shortage, with 1-year rental contract prices climbing nearly 40% to $2.35 per hour in March 2026 from $1.70 in October 2025, per SemiAnalysis index. Spot market rates on platforms like Vast.ai have similarly rebounded from $1.60 early March to recent highs above $2.50, driven by agentic AI coding and inference workloads outpacing supply despite Blackwell B200 rollouts. Capacity remains fully booked across hyperscalers, underscoring sustained skin-in-the-game bets on further price escalation by April 30. Watch NVIDIA earnings for production updates and decentralized alternatives like Akash for potential relief, though explosive AI adoption favors upward pressure.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · ОбновленоЦены на аренду графических процессоров (H100) достигнут___ к 30 апреля?
Цены на аренду графических процессоров (H100) достигнут___ к 30 апреля?
$324,498 Объем
↑ $4.00
2%
↑ $3.50
2%
↑ $3.00
7%
↑ $2,75
86%
↓ $2,20
1%
↓ $2,10
1%
↓ $2.00
1%
↓ $1,75
2%
↓ $1,50
1%
$324,498 Объем
↑ $4.00
2%
↑ $3.50
2%
↑ $3.00
7%
↑ $2,75
86%
↓ $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.
Открытие рынка: 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 consensus on Polymarket reflects surging demand for NVIDIA H100 GPUs amid an AI compute shortage, with 1-year rental contract prices climbing nearly 40% to $2.35 per hour in March 2026 from $1.70 in October 2025, per SemiAnalysis index. Spot market rates on platforms like Vast.ai have similarly rebounded from $1.60 early March to recent highs above $2.50, driven by agentic AI coding and inference workloads outpacing supply despite Blackwell B200 rollouts. Capacity remains fully booked across hyperscalers, underscoring sustained skin-in-the-game bets on further price escalation by April 30. Watch NVIDIA earnings for production updates and decentralized alternatives like Akash for potential relief, though explosive AI adoption favors upward pressure.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket · Обновлено
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