Brazil Data Center Grid Connection Applications Reach 38 GW, Attracting Over 206.7 Billion Investment

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.

SMM learned that a smart cloud computing service provider recently completed shipments of RTX 4090 8-card servers at a transaction price of 7,200 yuan per unit per month. Previously, the market had seen a relatively low quotation of 6,900 yuan per unit per month. The latest external price is about 300 yuan higher than that low point, indicating that although entry-level models are in ample supply, distributors have not continued to lower their external quotations. SMM believes that the stabilization of external quotations for the 4090 reflects that demand in the low and mid-end computing power segment has not yet experienced a cliff-like contraction.