SMM learned that two H100 SXM module units in east China are available for external rental at a monthly rate of 92,000 yuan per unit. Previously, the upper limit for rental quotes of this model was 88,000 yuan for east China long-term contracts in September and close to 90,000 yuan in the Beijing-Tianjin-Hebei area. This deal is more than 4,000 yuan higher, marking the first time it has crossed the 90,000 yuan threshold. Compared with a sample from the northwest in October, where a one-year lease started at 87,000 yuan, this deal is 5,000 yuan higher, an increase of 5.7%. Compared with the September spot quote of 3.4 million yuan for a complete unit, the payback period based on this rental rate is approximately 37 months.
For details, contact Cao Zheng at SMM, 021-51595793.
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