[SMM 컴퓨팅 파워 뉴스] H100 단기 임대 10만 예산 무산, 거래 미체결

게시됨: Sep 21, 2026 09:41

저장

SMM은 시장에서 H100 3개월 단기 임대 수요가 있음을 파악했다. 9월 초 임차인의 예산은 대당 월 10만 위안에 달했으나 매칭되는 자원을 찾지 못해 거래가 성사되지 않았다. 이 예산은 H100 주류 시세인 7만 5천~8만 5천 위안의 상단보다 1만 5천 위안 높아 약 18%의 프리미엄에 해당하며, 화북 지역 베이징 인근의 "9만 위안에 근접한" 수준도 웃돈다. SMM은 이번 데이터 수집에서 고가 예산이 충족되지 못한 첫 사례로 판단한다. 앞선 두 차례 사례에서는 수요 예산이 공급 시세보다 높았는데, 이는 거래의 제약 요인이 가격이 아닌 자원 가용성임을 시사한다.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn

리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn

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