[SMM Computing Power Express] Two buyers each seek 128 H100 units; suppliers question authenticity

Published: Jul 8, 2026 16:50

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SMM has learned that two large orders for leasing 128 H100 eight-GPU servers have appeared in the market recently. A buyer in Hangzhou, besides H100, also inquired about higher computing power, with the budget undisclosed; another buyer is negotiating with a supplier in Inner Mongolia. The supplier holds 64 H100 servers spot and offered 80,000 yuan, which the buyer considers high. Both demand orders are for 128 H100 servers, but a certain intelligent computing service provider reported that no single supplier in the current market can deliver 128 H100 servers in a cluster. Meanwhile, industry insiders pointed out that 128 H100 servers far exceed the needs of the commonly used large model DeepSeek V4pro full-blooded version. Based on the above information, SMM believes that there is a significant discrepancy between the reported demand and actual demand in the current market.

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