H200 rental price index, late December?
7 voices · 7 claims2 sides2 machines
The other numbers are hidden until you lock yours. The readers, the machines and the Call are waiting.
The two sides
NVIDIA will not make that statement
NVIDIA does not make this disclosure in any dated public filing or call by the deadline. This could happen because the company keeps crediting large frontier…
NVIDIA will say inference is over half of demand
Rising usage converts directly into recurring compute demand once models are trained, and agentic systems that complete tasks and call tools multiply the…
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 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 $6.50 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 $6.50 per GPU-hour; no if it is below $6.50 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.
