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a16z· @a16z · X·· 10 天前AI 评分63
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a16z 统计显示 GPU 租金仍领先标准 6 年折旧曲线:H200 租价较折旧表高 143%,B200 高 111%,RTX PRO 6000 高 73%,H100 高 54%,A100 高 9%。作者指出大部分差距在 4 月之后拉开,原因是 token 需求起量;其转引内容另称年初以来 H200 租金约涨 160%、B200 涨 120%。数据图表见 Charts of the Week:https://www.a16z.news/p/charts-of-the-week-attention-is-all。

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Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule

Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%

Most of the gap opened up after April, when token demand took off

Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all

引用a16z@a16z
GPUs are aging like fine wine, with rental rates up across the board since January 1st Approximate change YTD: - H200: +160% - B200: +120% - RTX PRO 6000: +65% - H100: +35% Even the 6-year-old A100 rents for more than it did at the start of the year Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all
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来源:a16z · x.com