TOTAL VOLUME:
$134b
24H VOL:
$107,351,958
24H TRANSACTIONS:
2,388,728,490
OPEN INTEREST:
$1,416,970,024
400,720
Markets across
30,097
events
MATCHED EVENTS:
2,633
PLATFORM COVERAGE:
5
Polymarket:
39%
VS.
Kalshi:
61%
Closed: Jun 22, 11:49 AM EST
Kalshi
This market tracks whether the hourly rental price for NVIDIA A100 SXM4 compute resources will exceed $0.44 by the end of Q2 2026. On Kalshi, the leading outcome currently stands at 98.0%. Resolution will be determined by the actual per-hour pricing data as of June 30, 2026, according to the resolution source. Watch for announcements of newer GPU generations and shifts in cloud provider pricing strategies leading up to the June 30, 2026 resolution date, as these typically influence legacy hardware costs.
Resolution is based on the A100 SXM4 compute per-hour pricing as reported by Ornn's USD-denominated index as of June 30, 2026. The market evaluates whether the price exceeds any of several strike levels ranging from $0.24 to $2.14 per hour. All price data is sourced from Ornn (https://dashboard.ornnai.com/) and rounded to two decimal places. Revisions made to the underlying data after the expiration date are not considered. If no data is available by the expiration date, all outcomes except "No data" or "None" resolve to No.
Prediction market odds on this event reflect aggregated trader expectations about A100 SXM4 hourly pricing, which often diverge from published analyst reports on GPU compute costs. While traditional analysts may issue quarterly forecasts based on supply-chain models and vendor pricing announcements, prediction markets incorporate real-time information and trader conviction through financial incentives. Comparing market-implied probabilities to analyst consensus can reveal where the crowd expects divergence from consensus views, particularly regarding competitive pricing pressure, cloud provider rate adjustments, or shifts in enterprise demand for high-end compute resources during Q2.
The market resolves on Jul 1, 2026, marking the end of Q2. Resolution is determined by verified pricing data for NVIDIA A100 SXM4 compute per hour at that time. The binary outcome hinges on whether the rate exceeds the $0.44 threshold or does not. Official pricing sources from major cloud providers or GPU compute platforms serve as the reference for settlement. Traders should monitor announcements from AWS, Google Cloud, Azure, and other infrastructure providers throughout Q2, as pricing adjustments or promotional rates could influence the final determination.
Key catalysts include cloud provider pricing announcements, changes in GPU supply or demand, competitive pressure from alternative accelerators, and macroeconomic shifts affecting enterprise AI spending. NVIDIA earnings calls and product roadmap updates can signal cost pressures or margin expectations. Supply-chain disruptions or manufacturing capacity announcements may alter availability and pricing. Enterprise adoption trends for large language models and generative AI workloads directly influence demand for A100 compute. Regulatory actions on AI infrastructure or data-center energy costs could reshape pricing. Competitor offerings from AMD or Intel may force price adjustments. Traders should track industry news, cloud provider earnings, and AI adoption metrics closely through Q2.