[SMM Computing Power Midday Review] H100 West Low Price Edges Down, Domestic Clusters Enter to Disrupt Existing NVIDIA

The lowest monthly rent for H100 in the western region edged down to 72,000 yuan (down 1.37%), while the domestically produced Sugon 8000 cluster entering service stirred up the existing expiring NVIDIA resources, but the highest price of 79,000 yuan remained unchanged, and the high-price pattern holds. Occasional low prices are a bargain-hunting window, not a trend reversal. Information in the computing power rental market is transmitted through personal networks, lacking an efficient unified platform, and the industry calls for a transparent information ecosystem.

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