The B200 is priced at $5.76, up about 0.5% from a week ago, returning to its highest level since late August, and maintaining an overall upward trend. Meanwhile, the previous two generations of GPUs, the H100 and A100, have entered a period of consolidation, with the H100 at $2.60 and the A100 at $1.56, hovering near recent lows. The older generation of GPUs has not followed the B200's price increase, 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 higher 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 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.
