Recently, Winner Technology announced that the company received a notice from its partner Sichuan Bingji Technology that due to the significant increase in the demand for computing power of high-performance computing servers embedded in NVIDIA A100 chips, the continuous increase in prices of related high-performance computing equipment, and the continuous shortage of computing resources, Sichuan Bingji Technology has decided to increase its A100 computing service fee by 100%.
According to the data of the Ministry of Industry and Information Technology, the scale of China's computing core industry has reached an astonishing 18 trillion yuan, becoming the second largest computing power country in the world.
Since 2018, the number of data center racks in China has continued to grow at a compound growth rate of more than 30% per year.
By the end of 2022, the number of standard racks in use has exceeded 6.5 million, and the total computing power has reached 180eflops, second only to the United States. The total storage capacity exceeds 1,000 exabytes (1 trillion GB).
Looking ahead, with the rapid development of artificial intelligence technology, China's demand for computing power will continue to grow rapidly, and the computing power leasing market will show huge room for development. 
However, as the difficulty of obtaining computing power has increased, computing power operators have already begun"Grab orders", the h800 server has even soared to 3 million units.
In the short term, there will be a phased imbalance between the supply and demand of computing power, and some companies with first-mover advantages already have a certain scale of computing power reserves, and the value of these reserve computing power is expected to increase due to scarcity.
The market generally believes that the computing power leasing market is expected to usher in a wave"Rising prices"。
As for Nvidia's computing power, although they have launched an improved series of chips for the Chinese market: HGX H20, L20PCIe and L2PCLE, the performance of these chips has decreased, but they are still enthusiastically sought after by the market. Because Huawei Ascend cannot complete the replacement in the short term, the price increase trend of Nvidia's computing power is expected to continue.
List of the current plans of A-share "computing power leasing" companies:
Zhongbei Communication: At present, it is planned to build the first A-share market, 50,000p, and take the card**: cooperate with domestic super fusion
Hengrun shares: At present, it is planned to build the second A-share, 40000p, and take the card**: Nvidia H800
Lotus Health: At present, it is planned to build the third A-share, 30,000p, and take the card**: domestic Xinhua III
Jinji shares: currently planning to build the fourth A-share, 10000p, take the card**: Nvidia H800
Entrepreneurial dark horse: currently planning to build the fifth A-share, 5000p, take the card**: Nvidia H800
Winner Technology: For nowPlanning and construction of the sixth A-share, 4500p, take the card**: Nvidia H800
Hongbo shares: currently planning to build the seventh A-share, 3000p, take the card**: Nvidia A100
UCD-W: At present, it is planned to build the seventh A-share, 3000p, and take the card**: Nvidia A800
Runjian shares: currently planning to build the eighth A-share, 2500P, take the card**: Nvidia A800
Zhenshitong: At present, it is planned to build the ninth A-share, 2000p, and take the card**: Nvidia H800