[SMM Computing Power Flash] A100-80G Purchase Price Confirmed at 1.235 Million Yuan, A800 Has Surged Over 70% Since May

SMM understands that a certain operator currently has an acquisition budget of 63,000-64,000 yuan/month for H100 eight-card bare metal servers, excluding cabinet electricity and maintenance, requiring networking, and the equipment must be moved into its own data center, with scales ranging from 32 to 128 units acceptable. The operator's external rental quotation is about 65,000 yuan/month, and multiple target customers are already waiting. Meanwhile, mainstream transaction prices for H100 in the market including cabinet electricity have reached 75,000-78,000 yuan/month, and a publicly listed firm engaged in cross-industry computing has reported a three-year fixed price of 75,000 yuan/month. The operator's self-owned data center electricity costs and low acquisition price create a gap of approximately 10,000-15,000 yuan/month compared with the market price including cabinet electricity.

During the week ending August 7, in the SMM Computing Power Rental Price Index, most of the 12 monitored varieties across the western region, Beijing-Tianjin-Hebei, and Chengdu-Chongqing remained flat. Only the H100 80G in the western region edged up 0.33% to 75,750 yuan/month (13.15 yuan per card-hour). The average price of the 910B 64G in Chengdu-Chongqing dropped 8.35% WoW from 20,500 yuan to 18,787.5 yuan/month and held steady throughout the week. On the computing power news front, the monthly rental quotation for the H200 in Beijing-Tianjin-Hebei climbed to 140,000 yuan, while the 910B in Chengdu-Chongqing saw a significant catch-down decline WoW.

SMM has learned that the current monthly rental floor price for RTX 4090 8-card servers has dropped to 6,900 yuan per server. Some channels in Shanghai, eager to lease out to avoid idle periods, have quoted this price, while previous transaction prices were around 7,000 yuan per server. Intermediary quoted prices generally range from 7,600 to 8,000 yuan per server, with intermediary fees of about 200 yuan per server per month and a single-tier markup of about 700 to 800 yuan. A platform under a publicly listed firm with cross-sector computing business quotes 7,200 yuan per server for the 512M memory version, while state-owned enterprise channels quote 7,500 yuan per server, though internal long-term agreements may be negotiated to below 7,000 yuan. In the 4090 rental market, intermediary layers are thick; the price spread between first-hand self-operated data center quotes and intermediary listing prices reaches 700 to 1,100 yuan per server. Buyers directly connecting with first-hand resources can significantly reduce costs.