Recent volatility in H200 rental rates stems from Blackwell B200 ramp-up displacing Hopper capacity, with spot prices dropping sharply in May before stabilizing near $3.80–$4.50 per GPU-hour on specialist platforms. Persistent HBM3e and CoWoS packaging constraints limit overall supply through late 2026, while strong AI inference demand and Chinese orders support a floor around $4. Persistent competition from hyperscalers' higher-priced nodes and emerging AMD alternatives adds upward pressure, yet improving Blackwell availability could accelerate declines. Traders see the $4.50–$6.00 band as the most likely equilibrium by end-September given these offsetting supply and demand forces.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$5.50-$6.00 25%
$4.50-$5.00 24%
$5.00-$5.50 19%
$4.00-$4.50 18%
$19,928 Vol.
$19,928 Vol.
<$4.00
15%
$4.00-$4.50
18%
$4.50-$5.00
24%
$5.00-$5.50
19%
$5.50-$6.00
25%
$6.00+
7%
$5.50-$6.00 25%
$4.50-$5.00 24%
$5.00-$5.50 19%
$4.00-$4.50 18%
$19,928 Vol.
$19,928 Vol.
<$4.00
15%
$4.00-$4.50
18%
$4.50-$5.00
24%
$5.00-$5.50
19%
$5.50-$6.00
25%
$6.00+
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 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.
Market Opened: Jul 30, 2026, 11:31 AM 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 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.
Resolution Source
https://dashboard.ornnai.com/computeResolver
0x69c47De9D...Recent volatility in H200 rental rates stems from Blackwell B200 ramp-up displacing Hopper capacity, with spot prices dropping sharply in May before stabilizing near $3.80–$4.50 per GPU-hour on specialist platforms. Persistent HBM3e and CoWoS packaging constraints limit overall supply through late 2026, while strong AI inference demand and Chinese orders support a floor around $4. Persistent competition from hyperscalers' higher-priced nodes and emerging AMD alternatives adds upward pressure, yet improving Blackwell availability could accelerate declines. Traders see the $4.50–$6.00 band as the most likely equilibrium by end-September given these offsetting supply and demand forces.
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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