[SMM Computing Power Flash] A100-80G Purchase Price Confirmed at 1.235 Million Yuan, A800 Has Surged Over 70% Since May

SMM has learned that the current monthly rental floor price for RTX 4090 8-card servers has dropped to 6,900 yuan per server. Some channels in Shanghai, eager to lease out to avoid idle periods, have quoted this price, while previous transaction prices were around 7,000 yuan per server. Intermediary quoted prices generally range from 7,600 to 8,000 yuan per server, with intermediary fees of about 200 yuan per server per month and a single-tier markup of about 700 to 800 yuan. A platform under a publicly listed firm with cross-sector computing business quotes 7,200 yuan per server for the 512M memory version, while state-owned enterprise channels quote 7,500 yuan per server, though internal long-term agreements may be negotiated to below 7,000 yuan. In the 4090 rental market, intermediary layers are thick; the price spread between first-hand self-operated data center quotes and intermediary listing prices reaches 700 to 1,100 yuan per server. Buyers directly connecting with first-hand resources can significantly reduce costs.

The monthly rental quotation for H200 has further risen to 140,000 yuan per unit; a data center in South China offers 32 units of 5090 available for single-unit leasing, at 11,500 yuan per month with a six-month minimum contract, plus 1,000 yuan per unit per month for ROCe networking, and they have been in service for three days; one H100 has been released at a data center in Zhejiang, with a monthly rent of 76,000 yuan, a one-year minimum lease, and expected delivery on August 16.

SMM learned that an IDC service provider reported that the current H200 leasing price had risen to 140,000 yuan per month, a notable increase from the previous mainstream range of 120,000-135,000 yuan per month. SMM also learned that at the beginning of this week, multiple market participants mentioned that the H200 price had reached 130,000 yuan per month and was still rising. The service provider confirmed that the H200 price continued to rise. The spot H200 price broke through 140,000 yuan per month, and the tight supply-demand situation for high-end cards persisted.