The latest rental price for the B200 is $5.87 per GPU-hour, continuing to hover near its two-month high; the H100 rose to $2.82, an increase of approximately 3.3% from a week ago, hitting a new high. In contrast, the A100 fell to $1.52, a decrease of approximately 3.2% from a week ago, hitting a new low since July.
The B200 maintaining its high level, the H100 showing a significant rebound, and the older A100 continuing to weaken indicate that current AI computing power demand is not experiencing a comprehensive surge, but rather is further concentrating on higher-performance high-end GPUs. The renewed strength of the H100, in particular, suggests that demand for the previous generation of mainstream high-end GPUs, in addition to the latest generation B200, remains resilient.
-------- 1. The GPU rental price index primarily 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 GPU chips, from oldest to newest. Generally, newer GPUs offer better performance and are better suited for large-scale, complex models, and their rental prices are typically 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 tighter GPU supply 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.
