TOTAL VOLUME:
$134.1b
24H VOL:
$133,388,117
24H TRANSACTIONS:
2,388,728,490
OPEN INTEREST:
$1,436,095,462
405,232
Markets across
30,526
events
MATCHED EVENTS:
2,693
PLATFORM COVERAGE:
5
Polymarket:
39%
VS.
Kalshi:
61%
Closed: May 29, 5:00 PM EST
Kalshi
This market tracks whether the hourly compute cost of an NVIDIA H100 SXM GPU will exceed $3.04 on Kalshi. Currently, the leading outcome—that H100 SXM price moves up—stands at 5.0% probability. Resolution will be determined by the official compute pricing assessment on May 29, 2026, as specified by Kalshi's resolution source. Watch for announcements regarding GPU supply dynamics and competitive pricing pressures in the weeks leading up to the May 29, 2026 resolution date, as these factors will directly influence whether compute costs breach the $3.04 threshold.
Key catalysts include NVIDIA earnings calls and guidance on GPU pricing strategy, announcements of next-generation compute chips that could pressure H100 SXM costs, data center capex trends and customer demand signals, competitive GPU launches from AMD or others, geopolitical export restrictions affecting supply, and macroeconomic shifts in AI infrastructure spending. Supply-chain disruptions, manufacturing yield improvements, and bulk customer negotiations can also shift pricing expectations. Regulatory changes around chip export or tariffs, plus shifts in enterprise AI adoption rates, may influence whether NVIDIA maintains or reduces H100 SXM pricing through May 2026.