Increased supply from neocloud providers and the ongoing ramp of NVIDIA Blackwell B200 GPUs are the main forces behind the market-implied odds, with <$2.25 holding the lead at 41% as traders price in further softening. On-demand H100 rates have already settled in the $2.01–$3.15 range across providers like Thunder Compute, Vast.ai, and RunPod by late July 2026, while hyperscaler listings remain higher; Blackwell’s superior performance is shifting large-scale training workloads away from Hopper, accelerating depreciation. Competitive spot markets and maturing 1-year contract renewals add downward pressure without sharp drops. Key near-term catalysts include any August capacity expansions or Blackwell availability updates that could tip sentiment toward the clustered $2.50–$3.00 outcomes.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert$2,75-$3,00 24%
<$2.25 23%
$2.50-$2.75 20%
$2.25-$2.50 19%
<$2.25
35%
$2.25-$2.50
19%
$2.50-$2.75
20%
$2,75-$3,00
24%
$3,00-$3,25
18%
$3,25+
9%
$2,75-$3,00 24%
<$2.25 23%
$2.50-$2.75 20%
$2.25-$2.50 19%
<$2.25
35%
$2.25-$2.50
19%
$2.50-$2.75
20%
$2,75-$3,00
24%
$3,00-$3,25
18%
$3,25+
9%
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.
Markt eröffnet: Jul 30, 2026, 11:27 AM ET
Abwicklungsquelle
https://dashboard.ornnai.com/computeResolver
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.
Abwicklungsquelle
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Increased supply from neocloud providers and the ongoing ramp of NVIDIA Blackwell B200 GPUs are the main forces behind the market-implied odds, with <$2.25 holding the lead at 41% as traders price in further softening. On-demand H100 rates have already settled in the $2.01–$3.15 range across providers like Thunder Compute, Vast.ai, and RunPod by late July 2026, while hyperscaler listings remain higher; Blackwell’s superior performance is shifting large-scale training workloads away from Hopper, accelerating depreciation. Competitive spot markets and maturing 1-year contract renewals add downward pressure without sharp drops. Key near-term catalysts include any August capacity expansions or Blackwell availability updates that could tip sentiment toward the clustered $2.50–$3.00 outcomes.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert
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Vorsicht bei externen Links.
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