[SMM Computing Power] Huawei 910B2 Exit Dilemma: Monthly Rent 13,500, "Equipment Relocation" Bottlenecks

Published: Jul 3, 2026 13:52

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SMM July 3 News:

Pricing side, a certain operator in the Yangtze River Delta is currently quoting a Huawei 910B server (4×Kunpeng 920 + 8×Ascend 910-B2 64G, 1TB DDR4, NVMe + RoCE v2 networking) at 13,500 yuan/unit/month, equivalent to 2.34 yuan per card per hour. Another operator's 910-B2 specification is quoted at about 15,000 yuan/month, equivalent to 2.61 yuan per card per hour, showing strong price competitiveness in the domestic computing power leasing market. Online public pricing side, the standard 910B specification has a monthly rent of around 22,000 yuan, equivalent to 3.82 yuan per card per hour; however, factoring in annual rental discounts and other considerations, actual transaction prices could have room to decline.

Demand and clearance side, SMM has learned that overall sales of the 910-B2 are struggling. Only enterprises with "high vacancy rates and needing server occupancy for digestion" show purchasing interest. A previous flash report indicated that structural obstacles exist in clearing the 910-B2: interested parties' existing equipment is deployed in their own IDCs, and new leased resources need to be integrated into a unified cluster for coordinated scheduling; however, the operator's resources are located in off-site intelligent computing centers, and constrained by equipment attributes, off-site management (equipment relocation) is difficult to implement, directly stalling transaction progress. Regarding the 910C, a certain operator previously had a batch that has been cleared. According to online information, Huawei plans to double the production of the 910C in 2026, with a clear trend of resources tilting toward the C-series.

SMM analysis shows that the 910 series presents a differentiated landscape of "tight supply of 910C and sluggish sales of 910B2." The core pain point of the 910-B2 is not price—13,500–15,000 yuan/month is not considered high in domestic computing power—but rather the lack of reasonable absorption scenarios on the demand side. If demand for domestic large-model inference continues to grow in the future, the 910-B2's advantage of being positioned for both training and inference could be repriced; however, in the short term, it remains a buyer's market.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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