Steady AI infrastructure demand amid rising supply of newer accelerators keeps H100 rental rates in a narrow band near term. As of mid-October 2026, on-demand medians sit around $3.40–$3.52 per GPU-hour across providers, with neoclouds and marketplaces offering floors near $1.80–$2.50 while hyperscalers charge premiums up to $7–$12; recent adjustments include Nebius lifting rates to $4.50 effective October 1 and similar moves at Runpod and Lambda. Forward curves from indices like Silicon Data show backwardation around $2.88 for October, reflecting expectations of gradual softening as H200/B200 capacity expands and utilization patterns stabilize. The tightly contested Polymarket odds around $2.50–$3.00 capture uncertainty over short-term spot availability, seasonal demand fluctuations, and any late-month capacity releases, with traders weighing persistent large-model workloads against competitive substitution.
本市場將根據 2026年10月31日 的 Ornn H100 Index 最終價格進行結算。 如果記錄的資料恰好落在兩個區間之間,本市場將按較高的區間結算。 本市場的結算資料來源為 Ornnai.com (ornnai.com),具體而言是 https://dashboard.ornnai.com 上提供的 H100 Index 圖表資料。結算時將採用圖表上顯示的指定最終每日數值。隔日的資料點發布後,當日資料即視為最終資料。 指定資料點定稿後即進行結算。如果相關資料截至指定日期後第 7 個日曆日結束時(ET)仍未定稿,本市場將根據當時可取得的最新資料進行結算。相關數值確定後所作的修訂將不予考慮。
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