[SMM Computing Power Flash] Operator H100 bare metal acquisition price 63,000-64,000 yuan, excluding cabinet, electricity, and networking

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 learned that an IDC service provider in Hangzhou acquired multiple A100-80G eight-GPU servers this week at a transaction price of 1.235 million yuan per unit, up from the previously budgeted market price of 1.2 million yuan per unit. The service provider reported that the same A800 model had an acquisition price of only about 700,000 yuan per unit in May, but has now risen to over 1.2 million yuan per unit, an increase of over 70%, with a cumulative increase of 60-70% since the beginning of the year. The monthly rental for the A100-80G remains at 31,000-34,000 yuan per unit, while the A800 monthly rental is 35,000-36,000 yuan per unit, with a relatively small price spread between the two. Some large cloud providers have recently been decommissioning A100 equipment that has been in service for 5-6 years, but demand in the second-hand market persists. For second-hand A100s, a three-year warranty requires backing by a maintenance provider, but currently maintenance providers can offer a maximum of one-year coverage. SMM also learned that the service provider has a relatively high proportion of colocation, estimated to exceed the proportion of self-owned machines.

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.