[Expreso de potencia de cómputo de SMM] 64 servidores H100 de ocho GPU disponibles para alquiler en el norte de China, renta mensual de 75.000, plazo cerrado de cuatro años

SMM supo que un clúster de computación lanzó 32 servidores de ocho tarjetas RTX 5090 con especificaciones PCIe 4.0, a un alquiler mensual de 11.500 yuanes por unidad y con un plazo mínimo de arrendamiento de seis meses. SMM considera que la entrada de modelos PCIe 4.0 con menores alquileres mensuales y plazos de seis meses refleja un descuento por volumen de los recursos existentes de especificaciones inferiores.

SMM learned that a data center in South China released 20 RTX 5090 eight-card servers, PCIe 5.0 specification, with a monthly rent of 13,000 yuan per unit, an open-ended contract, and first-hand data center resources with no intermediary. SMM believes that the 5090 model continues to be leased out on an open-ended basis, and the supply side tends to retain pricing flexibility amid rising complete machine prices.

SMM learned that a supplier in South China released rental resources for 30 RTX 4090 (24G) servers at a monthly rent of 7,500 yuan per unit under a one-year contract. The supply is a first-hand resource directly connected to the data center, with no intermediaries. SMM believes that first-hand supply directly connected to the data center can reduce intermediary markups and provide greater pricing flexibility for bulk lessees.