[SMM Computing Power Midday Review] The lowest price of the 4090 in the Yangtze River Delta rises, and bargaining power for inference computing power in east China shifts to the supply side.
In the Yangtze River Delta, the lowest monthly rental for a 4090 rose to 7,200 yuan (up 4.35%), and the lowest per-card hourly rate rose to 1.25 yuan (up 4.17%). As the mainstream consumer-grade AI inference card, the 4090 saw low-priced resources in the region continuously absorbed, pushing up lower-end prices and narrowing the quotation range. Bargaining power tilted toward the supply side, and sporadic supply reductions dominated.