H100 rental price index, late January?
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The two sides
NVIDIA will not make that statement
Expects new chip supply or slowing demand to keep rental rates from climbing to this level.
NVIDIA will say inference is over half of demand
Expects inference demand from agentic AI tools to keep pushing rental rates higher as training capacity stays tight.
Average Ornn's daily H100 SXM price index from January 25 to January 31, 2027, in dollars per GPU hour, using Silicon Data for any missing day. Yes if 3 dollars and 40 cents or higher. Ornn Compute Price Index, H100 SXM daily settlement (published index history)
The exact question and the full rule
Will the Ornn Compute Price Index for the H100 SXM average at or above $3.40 per GPU-hour over its seven daily settlements from January 25, 2027 through January 31, 2027?
Take the daily settlement of the Ornn Compute Price Index for the H100 SXM, in US dollars per GPU-hour, as Ornn publishes it at data.ornn.com, for each day from January 25, 2027 through January 31, 2027, and average the settlements. A day Ornn does not publish takes Silicon Data's published H100 rental price index (neo-cloud) for the same day. The answer is yes if the mean is at or above $3.40 per GPU-hour; no if it is below $3.40 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 February 3, 2027; a revision published later does not change it.