[SMM Computing Power Bulletin] NVIDIA GPU Shortage Spurs Subleasing Wave, Aggregating Scattered Resources Becomes Mainstream Path

Published: Jul 31, 2026 11:26

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SMM has learned that, affected by the persistently tight supply of Nvidia GPUs, the "sublease model" in the computing power leasing market has heated up significantly recently. Multiple operators and large platforms have turned to acquiring small- and medium-sized data centers and scattered GPU resources in the market, integrating them for external sublease. Compared with direct GPU procurement, this approach has lower upfront investment, lighter capital occupation, and offers greater cost flexibility during the tight spot supply phase. SMM believes that although sublease integration alleviates short-term computing power gaps, the dispersion of resource sources also imposes higher requirements on operational consistency and delivery stability.

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