[SMM Computing Power News] Cloud computer single-period purchase price 15,500 yuan, rated power consumption 350 watts

SMM learned that over ten units of NVIDIA DGX Spark are available for spot sale in South China, priced at 42,500 yuan per unit. The seller said the price is in line with industry norms. On September 20, a large supplier quoted 37,000 yuan for the same model, making this deal 5,500 yuan higher, a 14.9% increase. This model is a desktop-grade AI device positioned for local model deployment. SMM believes the price hike has spread from data center hardware to desktop devices, and the scope of price linkage for computing power equipment is expanding.

Among the 19 indices today, only the H20-96G Beijing-Tianjin-Hebei index was adjusted: the lowest monthly rental dropped 2.56% to 38,000 yuan, the lowest per-card hourly rate dropped 2.51% to 6.6 yuan, and the average monthly rental dropped 1.16% to 42,500 yuan, while the upper bound remained flat at 47,000 yuan. This is mutually corroborated by the quoted price of 38,000 yuan including cabinet and electricity for three H20 96G units in North China. A leading cloud producer is expanding its inference resource pool, requiring customs declarations, proof of ownership, and direct contracts with the cargo party. Direct contracting bypasses intermediaries, which may compress the intermediary markup of 1,000 yuan per H-series unit per month. The expansion of inference resources is shifting from volume grabbing to quality control.

SMM has learned that a leading cloud producer is expanding its inference computing resource pool and requires two documents for equipment: a customs declaration and proof of server ownership, and the lease agreement must be signed directly with the cargo owner. SMM believes that the customs declaration corresponds to import compliance, while the ownership proof corresponds to cargo title verification; the combination of the two points to the risk of unclear cargo ownership previously reflected in the market. Direct signing bypasses the intermediary link. Previously, H-series units were generally marked up by 1,000 yuan per unit per month through intermediaries. If leading buyers generally adopt direct signing, the space for the middle layer will be compressed.