Persistent supply constraints from TSMC CoWoS packaging limits and HBM memory bottlenecks, combined with unrelenting hyperscaler demand for AI training and inference, underpin the market's concentration around $2.00–$3.00 per hour for H100 rentals by end-2026. Recent data shows 1-year contract rates climbing to roughly $2.35–$2.74 in mid-2026 after earlier volatility, as Blackwell B200 deployments have not yet eased Hopper utilization enough to trigger widespread price erosion. Neocloud providers compete aggressively on spot and reserved capacity while hyperscalers command premiums, with H100 holding value for cost-sensitive or legacy workloads amid Blackwell scarcity. Key near-term catalysts include H2 2026 packaging expansions and potential demand shifts from new model releases, though persistent backlogs could sustain the current range.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於$2.50-$3.00 28.4%
$2.00-$2.50 21.5%
$3.00-$3.50 12.8%
$1.50-$2.00 11.9%
$37,989 交易量
$37,989 交易量
低於1.50美元
4%
$1.50-$2.00
12%
$2.00-$2.50
22%
$2.50-$3.00
28%
$3.00-$3.50
13%
$3.50-$4.00
10%
4.00美元以上
3%
$2.50-$3.00 28.4%
$2.00-$2.50 21.5%
$3.00-$3.50 12.8%
$1.50-$2.00 11.9%
$37,989 交易量
$37,989 交易量
低於1.50美元
4%
$1.50-$2.00
12%
$2.00-$2.50
22%
$2.50-$3.00
28%
$3.00-$3.50
13%
$3.50-$4.00
10%
4.00美元以上
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 H100 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.
市場開放時間: Jul 10, 2026, 10:05 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 H100 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 supply constraints from TSMC CoWoS packaging limits and HBM memory bottlenecks, combined with unrelenting hyperscaler demand for AI training and inference, underpin the market's concentration around $2.00–$3.00 per hour for H100 rentals by end-2026. Recent data shows 1-year contract rates climbing to roughly $2.35–$2.74 in mid-2026 after earlier volatility, as Blackwell B200 deployments have not yet eased Hopper utilization enough to trigger widespread price erosion. Neocloud providers compete aggressively on spot and reserved capacity while hyperscalers command premiums, with H100 holding value for cost-sensitive or legacy workloads amid Blackwell scarcity. Key near-term catalysts include H2 2026 packaging expansions and potential demand shifts from new model releases, though persistent backlogs could sustain the current range.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
警惕外部連結哦。
警惕外部連結哦。
Frequently Asked Questions