Persistent supply constraints for NVIDIA H200 GPUs, with most new capacity booked through August 2026, underpin the closely matched market-implied odds favoring the $5–$6 range. Strong enterprise and memory-intensive AI workloads sustain demand, while hyperscaler on-demand rates often exceed $4–$10 per GPU-hour versus lower neocloud listings around $2.50–$4. Recent Blackwell B200 ramp-up introduces substitution pressure, and scattered reports of modest price softening or expanded availability add downside risk. Traders weigh these offsetting forces—lead times over 40 weeks versus emerging capacity additions—against typical seasonal stability at month-end, producing the tight distribution across $4.50–$6.00 outcomes.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$5.00-$5.50 38%
$5.50-$6.00 31%
$4.50-$5.00 25%
$4.00-$4.50 13%
<$4.00
6%
$4.00-$4.50
13%
$4.50-$5.00
25%
$5.00-$5.50
30%
$5.50-$6.00
31%
$6.00+
9%
$5.00-$5.50 38%
$5.50-$6.00 31%
$4.50-$5.00 25%
$4.00-$4.50 13%
<$4.00
6%
$4.00-$4.50
13%
$4.50-$5.00
25%
$5.00-$5.50
30%
$5.50-$6.00
31%
$6.00+
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 H200 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.
Pasar Dibuka: Jul 30, 2026, 11:30 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 H200 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 for NVIDIA H200 GPUs, with most new capacity booked through August 2026, underpin the closely matched market-implied odds favoring the $5–$6 range. Strong enterprise and memory-intensive AI workloads sustain demand, while hyperscaler on-demand rates often exceed $4–$10 per GPU-hour versus lower neocloud listings around $2.50–$4. Recent Blackwell B200 ramp-up introduces substitution pressure, and scattered reports of modest price softening or expanded availability add downside risk. Traders weigh these offsetting forces—lead times over 40 weeks versus emerging capacity additions—against typical seasonal stability at month-end, producing the tight distribution across $4.50–$6.00 outcomes.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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