[SMM Computing Power Daily] 910B2 large-scale supply in the Yangtze River Delta, monthly rental 12,000, 128 units of H20 shipped outside China for 50,000
July 27: 28 units of 910B2 eight-card in the Yangtze River Delta are being released in batches, with monthly rent of 12,000 yuan and an inventory cycle of about half a month; 128 units of H20 141G are deployed outside China, with tax-inclusive monthly rent of 50,000 yuan, one-year closed contract; 5090 five-year closed contract at 10,500 yuan/month, delivery in August from Yunnan and Sichuan; RTX 50-series capacity is being squeezed by AI, 3060 production has been rescheduled, and uncertainty in 5090 futures delivery has increased; in Zhejiang, 64 units of A100 40G eight-card are being released in volume, requiring an annual contract at a monthly rent of 16,500 yuan, supporting NVLink interconnection; a certain second-hand equipment dealer has no spare H100 resources and will release in October.