Intelligent computing power will rise in price? An enterprise announced that the price of computing service doubled
Thinness is the most important thing, and the demand for intelligent computing power driven by large models is urgent. Now it finally reflects the price of computing service.
Notice
On November 14, Huina Technology's share price rose by 20% to the ceiling, because it announced that it plans to increase the charge for computing service of high-performance computing server embedded with NVIDIA A100 chips commissioned and operated by Huina Technology by 100% from now on.
According to the announcement of Huina Technology on the 14th, the company received a notice from its partner Sichuan Binji Technology Co., Ltd. that due to the sharp increase in computing demand for high-performance computing servers embedded with Nvidia A100 chips, the price of related high-performance computing equipment continues to rise, and computing resources continue to be strained, Sichuan Binji Technology Co., Ltd. decided to raise its A100 computing service charge by 100%.
Therefore, Huina Technology decided to increase the charge for the above computing service by 100%.
Price increases are often due to two reasons, one is strong demand, the other is tight supply. In addition to the continuous demand brought by the continuous landing of large models, the tension of GPU required for AI training is considered to be the source of price increase.
On October 24 this year, Nvidia announced to the U.S. Securities and Exchange Commission (SEC) that the U.S. government informed Nvidia that the previous ban on H100 chip export would be changed to A100, A800, H100, H800 and L40S GPU graphics cards, with immediate effect.
Affected by this, currently, Nvidia A800/H800, whose prices have soared due to the crazy purchase of domestic AI enterprises, has been out of supply. Other major manufacturers such as AMD's MI250 chips and Intel's Gaudi2 data center have also been prohibited from selling to Chinese customers.
Due to the tight supply of resources, Hong Kong ECS A few days ago, it was reported that the rental of the A100 server on Alibaba Cloud's official website has been suspended, and the increase in hardware costs has also been transmitted to the companies providing and leasing computing power.
The author learned from a number of people engaged in A100 leasing business that the current eight card A100 server monthly rental price is more than 60000 yuan, and the quotation is different from 120000 yuan. Many people said that they have all rented out, and there is no surplus. In terms of purchase, Guosheng Securities Research News showed that with the increasing difficulty in getting cards, the H800 server quotation even reached 3 million/set.
On October 31 this year, Huina Technology announced that its holding subsidiary, Sichuan Huisuan Intelligent Computing, had purchased 100 high-performance computing servers and supporting software embedded NVIDIA GPU chips for AI training and reasoning, with a contract amount of 167.5 million yuan. Equivalent to 1.675 million yuan per server, and the server model is unknown.
Although the demand for intelligent computing power has increased significantly since this year, driving up the price of computing service and computing lease, Hong Kong virtual machine However, it is the first time to double the direct increase. Many people think that this adjustment is too exaggerated, and some people think that it may be "the first shot to start the price increase in the accounting market".
Hua'an Securities also said that with the continued demand for relevant accounting power, accounting power rental prices continued or further rose.
