[SMM Computing Power Flash] South China: 40 RTX 4090 GPUs for half-year fixed-term lease, monthly rent 7,300 yuan
SMM learned that a lease contract for 40 RTX 4090 eight-card servers was signed in South China. The closed contract has a six-month term, with a monthly rent of 7,300 yuan per unit, and delivery was completed within the week. Compared to recent east China direct-supply 4090 (7,100 yuan/month, 6–12 months) and central China short-term rental (7,200 yuan/month), the monthly rent for the standard 24GB models stabilized in the 7,100–7,300 yuan range. SMM believes that leasing 4090s with closed, half-year locked pricing has resulted in a highly convergent price band, reflecting ample supply of consumer-grade cards and a lease structure trending toward medium- to long-term lock-in.