Strong AI demand for memory-intensive inference and training workloads continues to support H200 rental rates near $3–$4.50 per GPU-hour on major marketplaces as of mid-2026, with hyperscaler committed capacity commanding premiums above $10. Persistent HBM3e and CoWoS supply constraints, combined with NVIDIA shifting wafer production toward higher-margin Blackwell variants, have kept Hopper-generation availability tight despite earlier ramp-ups. Recent limited H200 shipments into China under case-by-case licenses have not materially eased global tightness. Traders are watching for any acceleration in new HBM capacity expected late 2026 or early 2027, alongside Blackwell ramp volumes and potential hyperscaler price adjustments, as these factors will determine whether rates stabilize, rise further on sustained demand, or ease as prior-generation supply improves.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$11,524 Vol.
↑ $7.00
41%
↑ $6.00
91%
↓ $4.00
87%
↓ $3.75
55%
↓ $3.50
65%
↓ $3.00
37%
↓ $2.50
12%
$11,524 Vol.
↑ $7.00
41%
↑ $6.00
91%
↓ $4.00
87%
↓ $3.75
55%
↓ $3.50
65%
↓ $3.00
37%
↓ $2.50
12%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Market Opened: Jul 10, 2026, 6:34 PM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H200 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Strong AI demand for memory-intensive inference and training workloads continues to support H200 rental rates near $3–$4.50 per GPU-hour on major marketplaces as of mid-2026, with hyperscaler committed capacity commanding premiums above $10. Persistent HBM3e and CoWoS supply constraints, combined with NVIDIA shifting wafer production toward higher-margin Blackwell variants, have kept Hopper-generation availability tight despite earlier ramp-ups. Recent limited H200 shipments into China under case-by-case licenses have not materially eased global tightness. Traders are watching for any acceleration in new HBM capacity expected late 2026 or early 2027, alongside Blackwell ramp volumes and potential hyperscaler price adjustments, as these factors will determine whether rates stabilize, rise further on sustained demand, or ease as prior-generation supply improves.
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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