NVIDIA's new generation AI chip GB200 sees a surge in orders, while the H100 chip encounters a cold reception
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The demand for NVIDIA's new generation AI chip GB200 has surged, while the market demand for the H100 chip has significantly decreased. The server price of the H100 chip has dropped from around 3 million RMB last year to about 2.3 million RMB, and the leasing price has also decreased from the peak of 8 USD/hour to 2-3 USD. With the continuous decline in domestic computing power prices, some small computing power suppliers may face losses, and the market is undergoing reshuffling
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