Persistent HBM3e memory shortages and TSMC CoWoS packaging constraints continue to limit H200 supply through late 2026, supporting rental rates near the current median of roughly $4.40 per GPU-hour across neocloud providers. Strong hyperscaler demand for inference and memory-intensive workloads helps sustain the premium over H100, while Blackwell B200/GB200 ramps introduce substitution pressure for training jobs and widen pricing spreads. Trader consensus around the $3.50–$5.00 bands reflects uncertainty over how quickly additional capacity and next-generation systems will ease tightness versus sustained AI scaling needs. Power grid and data-center buildout timelines remain key swing factors.
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$4.00-$4.50 18%
$3.50-$4.00 15.5%
$4.50-$5.00 15%
$5.00-$5.50 10.8%
$17,257 交易量
$17,257 交易量
低于2.50美元
7%
$2.50-$3.00
5%
$3.00-$3.50
6%
$3.50-$4.00
16%
$4.00-$4.50
18%
$4.50-$5.00
15%
$5.00-$5.50
11%
$5.50-$6.00
11%
$6.00-$6.50
6%
$6.50-$7.00
4%
$7.00-$7.50
1%
7.50美元或以上
1%
$4.00-$4.50 18%
$3.50-$4.00 15.5%
$4.50-$5.00 15%
$5.00-$5.50 10.8%
$17,257 交易量
$17,257 交易量
低于2.50美元
7%
$2.50-$3.00
5%
$3.00-$3.50
6%
$3.50-$4.00
16%
$4.00-$4.50
18%
$4.50-$5.00
15%
$5.00-$5.50
11%
$5.50-$6.00
11%
$6.00-$6.50
6%
$6.50-$7.00
4%
$7.00-$7.50
1%
7.50美元或以上
1%
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.
市场开放时间: Jul 10, 2026, 10:13 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 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.
Persistent HBM3e memory shortages and TSMC CoWoS packaging constraints continue to limit H200 supply through late 2026, supporting rental rates near the current median of roughly $4.40 per GPU-hour across neocloud providers. Strong hyperscaler demand for inference and memory-intensive workloads helps sustain the premium over H100, while Blackwell B200/GB200 ramps introduce substitution pressure for training jobs and widen pricing spreads. Trader consensus around the $3.50–$5.00 bands reflects uncertainty over how quickly additional capacity and next-generation systems will ease tightness versus sustained AI scaling needs. Power grid and data-center buildout timelines remain key swing factors.
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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