Text: SMM, August 11:
Relocatable H100 GPUs Released Under Three-Year Long-Term Agreement at Monthly Rent of 72,000 Yuan Per Unit
SMM learned that a computing power cluster released eight units of relocatable H100 server rental resources, with a monthly rent of 72,000 yuan per unit and a minimum commitment of three years. The relocatable nature means the hardware can be migrated and deployed across periods based on the lessee’s needs, accommodating flexible scheduling for multi-location training tasks. The release of relocatable high-end GPUs under a three-year long-term agreement indicates that core computing power supply is trending toward stability, with sustained demand for long-cycle position locking.
A100 80G Full-System Channel Quoted Price at 1.34 Million Yuan Including Tax Per Unit
SMM learned that a smart computing cloud service provider in a certain computing power channel offered a purchase quote for A100 80G full systems, with a unit price of 1.34 million yuan including tax. The configuration includes DDR4 2T memory, a replaceable CPU, and a three-year warranty, with the quote valid for only three days. The short validity period of the quote reflects strong supplier expectations for price fluctuations.
SMM Analysis: Today’s information reveals structural divergence on the supply side. H100 GPUs were released in the form of a three-year long-term agreement, with the relocatable attribute enhancing deployment flexibility, indicating that core computing power supply is trending toward stability. The purchase quote for A100 full systems was valid for only three days, reflecting strong supplier expectations for price fluctuations. Overall, the high-end computing power market is entering a period of reshaping supply behavior, where both the buyer’s bargaining power and their control over resources are being compressed.
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