H100 GPU

11 atoms · 跨 9 天 · 首见 2026-04-22 · 最近 2026-07-02

三色: 🟦 fact 8 · 🟥 take 3 · stance ▲5/▼1/◆2

来源: 群 1 · X 10

时态: fresh:11

标签: 好数字:8 · 好观点:5 · 好信源:2 · 好问题:1

叙事 (narrative) (1)

• 2026-06-09 · cash flow classification
  Cash machines.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-06-15 · 单价$40k，若开源模型在游戏显卡运行导致需求向下转移，造成量升利降
  若开源模型在游戏显卡上运行，可能导致算力需求从 $40k 的 H100 向下转移，造成“量升利降”
  tags: 好数字·好观点 · → daily
  value: qty=$40k

事实 (fact) (9)

• 2026-07-02 · 가격 동향
  구형 세대 GPU(A100, H100, H200, L40S)의 가격이 전분기 대비 상승하고 있다고 강조했다
  tags: 好数字·好观点 · → daily
  value: direction=상승
• 2026-04-23 · 一年期租约价格
  H100 GPU一年期租约价格从2025年10月低点每小时1.70美元急升至2026年3月的2.35美元，涨幅接近40%
  tags: 好数字·好信源 · → daily
  value: qty=$1.70/小时 到 $2.35/小时 · date=2025-10 到 2026-03
• 2026-06-09 · payback period
  How many years are we now on H100s with no end in sight? Sub 2 year payback even on conservative assumptions with 100% loan to value.
  tags: 好数字·好观点 · → daily
  value: qty=Sub 2 year · date=
• 2026-05-27 · rental price change
  H100 rental price 급락중..무슨 일일까요? (다른 GPU rental price 도 비슷하게 하락중)
  tags: 好数字·好问题 · → daily
  value: qty=-7.72% · date=2026-05-27
• 2026-07-02 · 高效运行区间宽度
  newer GPUs (H100/H200) exhibit narrower efficient operating regions and greater sensitivity to nonlinear high-frequency effects and baseline/memory power
  tags: 好数字 · → daily
  value: direction=narrower
• 2026-06-30 · 供应情况
  can't find the GPUs to run them on. All bought up by US companies.
  tags: 好信源 · → daily
• 2026-06-03 · 租赁价格上涨
  H100 one-year rental prices higher by approximately 40% from $1.70 per hour in October 2025 to $2.35 per hour by March 2026
  tags: 好数字 · → daily
  value: qty=$1.70 to $2.35 per hour · date=Oct 2025 to Mar 2026
• 2026-04-22 · 租金较低点反弹近40%
  H100 GPU租金较低点反弹近40%
  tags: 好数字 · → daily
  value: qty=40%
• 2026-05-04 · 当前租赁价格高于3年前
  No Neocloud ever imagined they’d be renting out H100s today at higher prices than 3 years ago.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-02 · fact · 가격 동향 · → daily
• 2026-07-02 · fact · 高效运行区间宽度 · → daily
• 2026-06-30 · fact · 供应情况 · → daily
• 2026-06-15 · forecast · 单价$40k，若开源模型在游戏显卡运行导致需求向下转移，造成量升利降 · → daily
• 2026-06-09 · fact · payback period · → daily
• 2026-06-09 · narrative · cash flow classification · → daily
• 2026-06-03 · fact · 租赁价格上涨 · → daily
• 2026-05-27 · fact · rental price change · → daily
• 2026-05-04 · fact · 当前租赁价格高于3年前 · → daily
• 2026-04-23 · fact · 一年期租约价格 · → daily
• 2026-04-22 · fact · 租金较低点反弹近40% · → daily

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