[SMM Computing Power Flash] North China Intelligent Computing Center total scale exceeds 20,000 P, with 90% serving Beijing-Tianjin-Hebei.

The lowest monthly rent for 4090 in the Pearl River Delta dropped to 7,200 yuan (down 1.37%), and the lowest card hour dropped to 1.25 yuan (down 1.57%). The reason was the release of new low-cost resources and the invalidation of previous quotes, while other prices remained unchanged. The 4090 is primarily used for local enterprise inference, and due to diversion by workstation-level substitutes and the continuous influx of new resources, the price center has shifted downward. Low-price downward probing may still continue, benefiting computing power buyers.

SMM August 24 news: About 115 idle RTX 4090 servers in east China are available for lease, directly from the resource owner, with a monthly rent of 7,100 yuan per unit. Options include a lease term of 6-12 months, a minimum of 32 units, and a deposit of one month's rent plus one month's payment. Each machine features 8×4090 24G, dual Xeon 8352V, and 512GB DDR4. SMM believes that the rent of 7,100 yuan per unit with flexible splitting is competitive in both price and minimum lease threshold.

SMM learned that signals from the computing power demand side are intense: a computing-electricity collaboration project of a power generation enterprise and the expansion of a smart computing center of an operator are progressing steadily, while 950 nodes are being launched in batches (Q3 for cloud service providers, Q4 for operators), with supporting node demands from leading internet enterprises released simultaneously. SMM believes that the diversified growth on the demand side indicates that computing power construction has entered a stage of multi-subject collaborative volume release, which will support medium and long-term computing power leasing demand.