[SMM Computing Power Flash] Spot 4090 Rental, Monthly Rent 7,800 yuan
SMM learned that a computing power channel provider recently released spot rental resources to the market across multiple models: 30 RTX 4090 servers in spot supply at a monthly rental of 7,800 yuan per unit per month; 16 RTX Pro6000 units in spot supply, with an additional 64 units available within four weeks; 128 RTX Pro6000D units in spot supply; 128 high-end complete systems in spot supply; and brand-new SK hynix DDR5 ECC memory modules in spot supply, deliverable in Hong Kong, China. SMM believes that the 4090 monthly rental of 7,800 yuan is higher than SMM’s current Pearl River Delta reference range for 4090 eight-card systems of 7,500–7,600 yuan/month (as of August 14), that the 4090 rental price has upside potential, and that spot supply of mid-to-high-end consumer-grade computing power continues to be released.