**Trader consensus on H100 rental prices at end-October 2026 centers on the $3.00+ bucket (39% implied probability) because persistent supply constraints and AI demand continue to support elevated rates near current medians of roughly $3.25 per GPU-hour.** On-demand listings across neocloud providers range from about $1.99 at the low end to over $4 on hyperscalers, with spot capacity notably cheaper. Recent 90-day data show median on-demand prices rising 11%, driven by high-bandwidth memory (HBM) shortages that now represent 30-40% of accelerator BOM costs, fully booked TSMC CoWoS packaging through mid-2027, and hyperscaler forward commitments that limit near-term availability. Newer Blackwell GPUs are absorbing some incremental demand, yet H100 utilization remains robust for inference and training workloads. These dynamics create a narrow window for meaningful softening before October, keeping the $3+ outcome favored while leaving room for modest declines if spot capacity expands faster than expected.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$3.00+ 38%
$2.50-$2.75 21%
$2.75-$3.00 16%
$2.25-$2.50 12%
$15,795 Vol.
$15,795 Vol.
<$2.00
4%
$2.00-$2.25
7%
$2.25-$2.50
12%
$2.50-$2.75
21%
$2.75-$3.00
16%
$3.00+
38%
$3.00+ 38%
$2.50-$2.75 21%
$2.75-$3.00 16%
$2.25-$2.50 12%
$15,795 Vol.
$15,795 Vol.
<$2.00
4%
$2.00-$2.25
7%
$2.25-$2.50
12%
$2.50-$2.75
21%
$2.75-$3.00
16%
$3.00+
38%
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.
Market Opened: Aug 11, 2026, 7:35 PM ET
Resolution Source
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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...**Trader consensus on H100 rental prices at end-October 2026 centers on the $3.00+ bucket (39% implied probability) because persistent supply constraints and AI demand continue to support elevated rates near current medians of roughly $3.25 per GPU-hour.** On-demand listings across neocloud providers range from about $1.99 at the low end to over $4 on hyperscalers, with spot capacity notably cheaper. Recent 90-day data show median on-demand prices rising 11%, driven by high-bandwidth memory (HBM) shortages that now represent 30-40% of accelerator BOM costs, fully booked TSMC CoWoS packaging through mid-2027, and hyperscaler forward commitments that limit near-term availability. Newer Blackwell GPUs are absorbing some incremental demand, yet H100 utilization remains robust for inference and training workloads. These dynamics create a narrow window for meaningful softening before October, keeping the $3+ outcome favored while leaving room for modest declines if spot capacity expands faster than expected.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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