As of October 18th, the rental price of NVIDIA B200 GPUs rose to $6.26 per GPU per hour, breaking the historical high of $6.11, a 5.5% increase compared to a week ago. During the same period, the rental price of H100 GPUs was $2.83, remaining relatively stable recently; A100 GPUs were $1.53, essentially unchanged from the previous week. Data shows that rental prices for newer generation GPUs continue to strengthen, while older generation products are performing relatively weakly, reflecting a generational price divergence in the AI computing power rental market.
-------- 1. The GPU rental price index mainly tracks the actual rental quotes for NVIDIA A100, H100, and B200 GPUs from cloud service providers, data centers, and the private rental market each day.
2. A100, H100, and B200 are three generations of NVIDIA GPU chips, from oldest to newest. Generally, newer generation 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.
