[SMM Computing Power Express] Two IB-networked A100 80G nodes for rent in South China, at 35,000 yuan per month with a one-year minimum lease.

The lowest monthly rental price for H100 in western China rebounded to 73,000 yuan (up 1.39%), the lowest hourly rate rose to 12.67 yuan, and the bargain-hunting window narrowed; the highest prices for A800 in Beijing-Tianjin-Hebei remained at 33,000 yuan/5.73 yuan, trading sideways. Spot cargoes are king, and newly released resources are riding the wave; at the end of the year, data centers in Fujian will release over 30 H100 SXM units, and if supply remains tight, prices may stay high or even rise.

SMM learned that the GPU pricing of a leading cloud producer remained unchanged for 11 consecutive days from July 31 to August 10, covering 200 region × instance combinations across four models—T4, V100, A10, and A100—with the discounted price range staying steady at CNY1,046.50 to CNY74,126.65. The inventory side showed a divergent pattern of “tight in China, loose outside China”: Shanghai and Nanjing each had two out-of-stock instances (V100 and T4/A10), Singapore had two out-of-stock instances (T4); Bangkok, Hong Kong, Tokyo, and Ashburn each restocked one instance. The 16 combinations of GT4 (A100) and the 16 combinations of PNV4 (A10) had been sold out across the board for two consecutive weeks, and the supply of high-end computing power remained tight. The total number of records available for sale dropped from 33 to 32 (-1), while sold-out records rose from 167 to 168 (+1). The pricing system remained stable, but inventory tightened slightly.

SMM understands that a certain operator currently has an acquisition budget of 63,000-64,000 yuan/month for H100 eight-card bare metal servers, excluding cabinet electricity and maintenance, requiring networking, and the equipment must be moved into its own data center, with scales ranging from 32 to 128 units acceptable. The operator's external rental quotation is about 65,000 yuan/month, and multiple target customers are already waiting. Meanwhile, mainstream transaction prices for H100 in the market including cabinet electricity have reached 75,000-78,000 yuan/month, and a publicly listed firm engaged in cross-industry computing has reported a three-year fixed price of 75,000 yuan/month. The operator's self-owned data center electricity costs and low acquisition price create a gap of approximately 10,000-15,000 yuan/month compared with the market price including cabinet electricity.