[SMM Computing Power Flash] North China Intelligent Computing Center total scale exceeds 20,000 P, with 90% serving Beijing-Tianjin-Hebei.

August 24: Since the weekend, both supply and demand sides of the computing power rental market have been expanding simultaneously. The unit price of Pro6000D has dropped to 73,700 yuan/piece, with over 90 shipment messages from the supply side; the buyout price of H200 has a new anchor point of 5.26-5.35 million yuan/unit, and the rental quotation of 122,000 yuan/month has dropped by about 5%; the contract price of H20 141G at 52,000 yuan/month has been confirmed by multiple channels; the large order of H100 in Ulanqab is stuck in the goods ownership verification process; 4090: 115 idle units in east China are being rented at 7,100 yuan/month; 5090: thousands of spot units in south China are waiting to be absorbed. Long-term agreement demand for high-end models and some professional

The lowest monthly rent for 4090 in the Pearl River Delta dropped to 7,200 yuan (down 1.37%), and the lowest card hour dropped to 1.25 yuan (down 1.57%). The reason was the release of new low-cost resources and the invalidation of previous quotes, while other prices remained unchanged. The 4090 is primarily used for local enterprise inference, and due to diversion by workstation-level substitutes and the continuous influx of new resources, the price center has shifted downward. Low-price downward probing may still continue, benefiting computing power buyers.

SMM August 24 news: About 115 idle RTX 4090 servers in east China are available for lease, directly from the resource owner, with a monthly rent of 7,100 yuan per unit. Options include a lease term of 6-12 months, a minimum of 32 units, and a deposit of one month's rent plus one month's payment. Each machine features 8×4090 24G, dual Xeon 8352V, and 512GB DDR4. SMM believes that the rent of 7,100 yuan per unit with flexible splitting is competitive in both price and minimum lease threshold.