[SMM Computing Power News] Jiangsu A100 80G complete units sold at 36,000, cleared out in one week

**Major Recent Advances in Huawei Ascend** **[Large-Scale Deployment]** On 10-16, China Telecom and Huawei launched the world's first Ascend 950DT 10,000-card pool in Inner Mongolia; on the same day, China Mobile launched an Ascend 950DT 1,000-card supernode in Beijing. On 10-15, the first 1,024-card Atlas 950 SuperPoD liquid-cooled supernode was powered on and completed 0Day adaptation for StepFun Step 5 Preview. **[Core Performance]** The 1,024-card liquid-cooled supernode features the following key specifications: computing power of 1 EFLOPS FP8 / 2 EFLOPS FP4, equipped with 256TB of globally unified memory, inter-card interconnect bandwidth at the TB level, and end-to-end communication latency of only 3μs. **[Technology Evolution and Roadmap]** Huawei has achieved cluster upgrades from 384 cards to 8,192 cards; the next-generation 960 supernode will debut the NPO solution, with support for scaling up to 4,096 cards. **[Market Performance]** In H1, Huawei Ascend shipments reached 572,000 units, with a market share of 28%.

Of the 19 indices today, 18 remained flat. The lowest monthly rental for the Yangtze River Delta A100-80G rose from 34,000 yuan to 36,000 yuan (up 5.9%), and the lowest hourly rate rose to 6.25 yuan (up 5.9%). The average monthly rental rose to 38,000 yuan (up 2.7%), while the highest price of 40,000 yuan was not breached. A channel distributor in Jiangsu has fully rented out its inventory of this model at 36,000 yuan per unit per month, clearing out within just one week of listing and reaching the upper end of the 35,000-36,000 yuan range, confirming replenishment at the low end of the index. The western Pro 6000D is quoted at 36,000 yuan per unit per month, with a minimum one-year lease.

SMM, October 20: A Pro 6000D unit in the western region is being offered for external leasing at a monthly rent of 36,000 yuan per unit, with a one-year minimum term, three months' deposit and one month's rent upfront, one unit minimum, and delivery in November. Compared with the 32,000 yuan three-year closed all-inclusive price for 256 units of the same model in the southwest on October 9, this deal is 4,000 yuan higher, an increase of 12.5%, and the three-month deposit plus one-month upfront payment represents the heaviest payment terms for this model. SMM believes that demand for this model has remained unresponsive while quotes have not softened, indicating significant cost rigidity on the seller's side, and the additional deliveries in November will increase pressure on those seeking computing power absorption going forward. For details, contact SMM Cao Zheng at 021-51595793.