[SMM Computing Power Flash] Newly Built H200 Monthly Rent 116,000, Short-Term Rental Quotes Rise Above 120,000+
SMM learned that a leading cloud service provider recently sought to rent eight H200 8-card servers for a 1-2-year lease term and can accept forward delivery of 2-3 months. According to channel-side feedback, the current external monthly rental quotation for newly deployed H200 servers is 116,000-117,000 yuan, corresponding to a 4-5-year long-term contract. This batch of H200 servers is being offered for lease only as whole clusters of 128 servers, with no order splitting for the time being. Market quotations for 1-2-year short-term rental resources have already risen above 120,000 yuan. Quotes in the intermediary market for similar resources have reached 137,000 yuan per unit per month. In addition, the price spread between H200 long-term contracts and short-term rentals is significant, and market supply and demand remain in tight balance.