H200 rental price index, late December?
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The two sides
NVIDIA will not make that statement
Expects softer demand or new chip supply to pull H200 rental rates below the mark.
NVIDIA will say inference is over half of demand
Expects tight H200 supply or strong demand to keep rental rates elevated into year end.
Yes if the average of Ornn's daily H200 price index from December 25 to December 31, 2026, on data.ornn.com, is 5.90 dollars per GPU-hour or higher. Ornn Compute Price Index, H200 daily settlement (published index history)
The exact question and the full rule
Will the Ornn Compute Price Index for the H200 average at or above $5.90 per GPU-hour over its seven daily settlements from December 25, 2026 through December 31, 2026?
Take the daily settlement of the Ornn Compute Price Index for the H200, in US dollars per GPU-hour, as Ornn publishes it at data.ornn.com, for each day from December 25, 2026 through December 31, 2026, and average the settlements. A day Ornn does not publish takes Silicon Data's published H200 rental price index (neo-cloud) for the same day. The answer is yes if the mean is at or above $5.90 per GPU-hour; no if it is below $5.90 per GPU-hour.
If the source is late or silent: A day with neither price is left out of the mean; if three or more of the seven days have neither, the test is inconclusive. Each day's value is the one Ornn's published index history (and, for a fallback day, Silicon Data's index page) shows when the test is read by January 3, 2027; a revision published later does not change it.