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.
本市场将根据 2026年10月31日 的 Ornn H100 Index 最终价格进行结算。 如果记录的数据恰好位于两个区间之间,本市场将按较高的区间结算。 本市场的结算来源为 Ornnai.com (ornnai.com),具体为 https://dashboard.ornnai.com 上提供的 H100 Index 图表数据。结算将采用图表上显示的指定最终每日数值。次日的数据点发布后,当日数据将视为最终数据。 指定数据点定稿后即进行结算。如果相关数据截至指定日期后的第 7 个日历日结束时(ET)仍未定稿,本市场将根据届时可获取的最新数据进行结算。相关数值最终确定后所作的修订将不予考虑。
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