The Samsung Double Long ETF (07709) rose more than 3% during the trading session. As of the time of writing, it was up 1.85%, trading at HK$89 with a turnover of HK$247 million. On the news front, according to data from SemiAnalysis, the price for a one-year H100 GPU rental contract surged from a low of $1.70 per GPU per hour in October 2025 to $2.35 per GPU per hour in March 2026, an increase of nearly 40%. A J.P. Morgan research report noted that rental prices across the three major GPU tiers all increased month-over-month in March, with the B200 model seeing a significant single-month jump of 23.5%. Consequently, the price ratio between the B200 and H100 has rebounded. The broad-based increase in GPU rental prices reflects strong market demand for high-performance computing power. Kaiyuan Securities previously stated that, based on industry monitoring, a surge in AI computing demand at the beginning of 2026 is driving the computing power rental market into a price hike cycle. The proliferation of AI applications and the potential of frameworks like OpenClaw to ignite inference demand, combined with constraints on NVIDIA's production capacity, rising hardware costs, and a gap in domestic alternatives, are driving the market towards a "seller's market." It is judged that the trend of rising computing power rental prices may persist, highlighting the importance of investment opportunities in AI cloud IaaS.
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