[SMM Computing Power News] 16,000 910B1 units available for online rental, priced the same as 910B2 and B3

SMM has learned that a 910C 752T online rental cluster has appeared in the market, with a total of 158 units, offered for rent in five batches of 48, 48, 16, 16, and 30 units, at a monthly rent of 66,000 yuan per unit per month. This is the first time SMM has collected a price for this model. This quote represents the largest sample at the cluster level for domestic computing power, 46,000 yuan higher than the relocatable 20,000 yuan for the 910B4, and close to the annual rent of 69,000 yuan for the H800 in the same period. SMM believes that the price band of domestic high-end models has moved up into the range of imported mid-end models, and the prices of the two types of chips have begun to overlap.

SMM has learned that two H800 units have appeared on the market for external rental, with an annual rental price of 69,000 yuan per unit per month. Compared with the online quotes of 68,000 yuan in early-to-mid September and 70,000 yuan for relocatable units in east China, this deal falls between the two. Meanwhile, an annual contract for the same model in central China in August was signed at 76,000 yuan, making this deal 7,000 yuan lower, a decline of about 9%. SMM believes that the H800 is the only H-series model that has been on a sustained downward trajectory in this cycle, and this slight rebound has not changed the downward channel. The trend of demand concentrating toward higher-performance models continues.

SMM has learned that one 910B3 cloud resource has appeared on the market for rent online, with a monthly rent of 15,000 yuan per unit per month, available for either monthly or annual rental. This price is 1,000 yuan lower than the online bulk quote of 16,000 yuan for the same specification, representing a 6.3% discount, and 5,000 yuan lower than the relocatable resource price of 20,000 yuan, representing a 25% discount. SMM believes that the absence of a premium for a single-unit small order without a locked term—and the presence of a discount instead—indicates that scale effects and term length have not yet been factored into pricing, which is consistent with the characteristics of recent bulk and long-term contract samples.