H200 rental price index, late January?
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The two sides
NVIDIA will not make that statement
Expects rising supply or cooling demand to pull H200 rental rates below this threshold by late January 2027.
NVIDIA will say inference is over half of demand
Expects tight GPU supply or strong demand to keep H200 rental rates elevated through late January 2027.
Average the Ornn H200 GPU-hour price index's daily settlements, or Silicon Data's if missing, from January 25 to 31, 2027, on data.ornn.com; yes if at or above 5.80 dollars. 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 $5.80 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 H200, 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 H200 rental price index (neo-cloud) for the same day. The answer is yes if the mean is at or above $5.80 per GPU-hour; no if it is below $5.80 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.