[SMM Computing Power Flash] H200 Transactions Confirm 130,000/Month, Domestic 910B Fills Supply Gap

Published: Aug 4, 2026 10:16

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SMM has learned that a computing-power cargo owner confirmed that its earlier listed H200 141G 8-GPU servers (originally quoted at a monthly rent of 130,000 yuan per unit with a two-year contract) had been concluded at 130,000 yuan per unit, and reported that H200 prices had risen significantly from the previous period. The cargo owner currently also has inventory of domestic computing-power cards and consumer-grade cards: the Ascend 910B4 64G 8-GPU server is quoted at 20,000 yuan per month on a one-year contract with one month's deposit and one month's rent upfront, configured with four Kunpeng 920 48-core processors and 1.5 TB memory; spot 4090 is also available. Its 910B4 machines cannot be relocated, making them incompatible with operators' demand. The conclusion of the H200 deal at 130,000 yuan per month provides direct evidence from the owner side for the current high rental level of this card model, while the domestic 910B enters the mid-end training market with a quote of 20,000 yuan per month.

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