The ramp-up of NVIDIA Blackwell GPUs, particularly B200 availability, has displaced H100s from frontier training workloads, driving median on-demand rental rates to around $3.37 per GPU-hour across providers as of early September 2026 and compressing premiums versus hyperscaler listings. This shift, combined with expanded neocloud capacity and spot market liquidity, explains the market's tight clustering between $2.00–$3.50 brackets, as traders weigh further declines from additional Blackwell volume against sustained inference demand and contract renewals holding near $2.50–$3.00. Key swing factors include the pace of B300/GB300 ramp, hyperscaler versus marketplace pricing spreads, and any late-year model releases that could tighten Hopper-class availability before year-end resolution.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$2.50-$3.00 24.1%
$1.50-$2.00 15.4%
$2.00-$2.50 14.1%
$3.00-$3.50 13.4%
$46,302 交易量
$46,302 交易量
低于 1.50 美元
13%
$1.50-$2.00
15%
$2.00-$2.50
14%
$2.50-$3.00
24%
$3.00-$3.50
13%
$3.50-$4.00
12%
4.00美元及以上
7%
$2.50-$3.00 24.1%
$1.50-$2.00 15.4%
$2.00-$2.50 14.1%
$3.00-$3.50 13.4%
$46,302 交易量
$46,302 交易量
低于 1.50 美元
13%
$1.50-$2.00
15%
$2.00-$2.50
14%
$2.50-$3.00
24%
$3.00-$3.50
13%
$3.50-$4.00
12%
4.00美元及以上
7%
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.
市场开放时间: Jul 10, 2026, 10:05 AM ET
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.
The ramp-up of NVIDIA Blackwell GPUs, particularly B200 availability, has displaced H100s from frontier training workloads, driving median on-demand rental rates to around $3.37 per GPU-hour across providers as of early September 2026 and compressing premiums versus hyperscaler listings. This shift, combined with expanded neocloud capacity and spot market liquidity, explains the market's tight clustering between $2.00–$3.50 brackets, as traders weigh further declines from additional Blackwell volume against sustained inference demand and contract renewals holding near $2.50–$3.00. Key swing factors include the pace of B300/GB300 ramp, hyperscaler versus marketplace pricing spreads, and any late-year model releases that could tighten Hopper-class availability before year-end resolution.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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