The B200 was quoted at $5.71, retreating from its two-month high, but still showing an overall upward trend. Meanwhile, the previous two generations of GPUs, the H100 and A100, entered a period of consolidation, hovering near their recent lows. The older generation of GPUs did not rise along with the B200, indicating that demand is shifting from older generations to the latest generation. However, rental demand for high-end, latest-generation GPUs remains strong, with the market willing to pay a premium for the B200. AI computing power pricing is shifting from "overall shortage" to "structural shortage of new-generation high-end GPUs."
-------- 1. The GPU rental price index mainly tracks the actual rental quotes for NVIDIA GPUs such as the H100, B200, and A100 from cloud service providers, data centers, and the private rental market each day.
2. A100, H100, and B200 are NVIDIA's three generations of chip products (GPUs), from oldest to newest. Generally, newer generations of GPUs offer better performance and are better suited for large-scale, complex models, and their rental prices tend to be higher.
3. Due to the high price and rapid updates of GPUs, many companies choose to lease chips from cloud service providers and data centers to save on investment costs. A rise in related indices usually indicates a greater shortage of GPUs and stronger demand; a decline suggests increased supply or cooling demand. By observing price trends and comparing the price difference between new and old GPUs, investors can understand the current state of AI computing power.
