Sustained demand for AI model training and inference continues to pressure H100 availability, even as NVIDIA ramps Blackwell B200 production and hyperscalers expand data center capacity through 2026. Rental rates for one-year H100 contracts rose sharply from lows near $1.70 per hour in late 2025 to around $2.35 by early 2026 amid sold-out on-demand supply and multi-year bookings, though spot and specialized cloud pricing later stabilized near $2.00–$3.50 per hour depending on provider and term. Key swing factors include the pace of B200 deployments displacing H100 workloads, neocloud versus hyperscaler capacity additions, and any slowdown in frontier AI spending. Traders watch earnings reports, supply chain updates, and reservation trends for signals on whether prices rebound or ease further before year-end.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว↑ $3.50
68%
↑ $3.00
69%
↓ $2.25
70%
↓ $2.00
64%
↓ $1.50
44%
$6,291 ปริมาณ
↑ $3.50
68%
↑ $3.00
69%
↓ $2.25
70%
↓ $2.00
64%
↓ $1.50
44%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 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.
ตลาดเปิดเมื่อ: Jul 10, 2026, 10:21 AM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 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...Sustained demand for AI model training and inference continues to pressure H100 availability, even as NVIDIA ramps Blackwell B200 production and hyperscalers expand data center capacity through 2026. Rental rates for one-year H100 contracts rose sharply from lows near $1.70 per hour in late 2025 to around $2.35 by early 2026 amid sold-out on-demand supply and multi-year bookings, though spot and specialized cloud pricing later stabilized near $2.00–$3.50 per hour depending on provider and term. Key swing factors include the pace of B200 deployments displacing H100 workloads, neocloud versus hyperscaler capacity additions, and any slowdown in frontier AI spending. Traders watch earnings reports, supply chain updates, and reservation trends for signals on whether prices rebound or ease further before year-end.
สรุปจาก AI ทดลองที่อ้างอิงข้อมูลจาก Polymarket ไม่ใช่คำแนะนำในการเทรดและไม่มีผลต่อการตัดสินตลาดนี้ · อัปเดตแล้ว
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