公司公告显示，目前此次价格调整暂不会对公司经营业绩产生重大影响。① According to Huina Technology, a concept stock for computing power leasing, it plans to raise fees for computing power services by 100% from now on. ② Recently, Zhongbei Communications and Hengrun Co., Ltd. revealed that computing power procurement costs have risen by 50%, so many industry insiders directly called Huina Technology to announce that the price adjustment for A100 computing power services has reached 100% “too exaggerated.”
Financial News Agency, November 14 (Reporter Fu Jing)Artificial intelligence computing resources continue to be tight. Today, the computing power leasing concept stock Huina Technology (300609.SZ) revealed that the computing power service fees for high-performance computing power servers with embedded Nvidia A100 chips, which are commissioned to operate, will be raised by 100% from now on.
At noon today, Huina Technology issued an announcement. It received a notice from its partner, Sichuan Jingji Technology Co., Ltd., that due to a sharp increase in computing power demand for high-performance computing servers with built-in Nvidia A100 chips, continued price increases for related high-performance computing equipment, and continued crunch in computing power resources, Sichuan Jingji Technology Co., Ltd. decided to increase its A100 computing service charges by 100%.
According to the company announcement, the current price adjustment will not have a significant impact on the company's business performance for the time being.
It is worth noting that due to restrictions on exports of various chips such as the Nvidia A100 to China, the difficulty of obtaining cards has increased, and the increase in hardware costs has spread to computing power leasing. Recently, there have been voices in the industry that computing power leasing has entered a new cycle of price increases.
Recently, China-Beibei Communications (603220.SH) and Hengrun Co., Ltd. (603985.SH) revealed that the supply of computing power has been tight recently. Judging from procurement costs, it has now risen 50%.
Meanwhile, Huina Technology announced a 100% price adjustment for the A100 computing power service. Many industry insiders told reporters that this adjustment was “too exaggerated.”
In response to a call from the Financial News Agency reporter to Huina Technology's securities department as an investor, a company source only stated, “Currently, computing power-related businesses, including orders, revenue side, procurement side, etc., are all priority issues in the market. Still, the announcement shall prevail.”
It also said that we have given an overall description of the matter in the announcement, including the reasons for the price adjustment, price adjustment information, and the impact on the company, and there is no way to provide more non-public information on the phone.
There is also unconfirmed news that Alibaba Cloud has suspended the A100 server rental business due to strong demand for computing power and tight supply. According to the Guosheng Securities Research Report, as it became more difficult to obtain a card, the price of the H800 server even reached 3 million per unit.
A reporter from the Financial News Agency noticed that Huina Technology is a provider of artificial intelligence and big data application solutions. According to the 2023 semi-annual report, it developed large-scale model products in the commercial service and public service fields in the first half of the year, and recently it has continued to move in terms of AI computing power.
In September, Huina Technology announced that it plans to acquire 5% of the shares of Tongji Technology and establish a computing power joint venture. The two parties agreed on the authorized operation of a total of no more than 200 high-performance servers with built-in Nvidia A100 GPUs. The actual operating period of each server is not less than 2 years. On October 30, it was revealed that Sichuan Financial Intelligence and Supplier A signed a “Server Purchase and Sale Contract” to purchase 100 high-performance computing servers and supporting software with built-in Nvidia GPU chips for AI training and reasoning. The contract amount was about 168 million yuan.
It is worth mentioning that today, a screenshot of Huina Technology's official public account showing the time at 10:21 a.m., was circulating on the Internet. “Due to the sharp increase in demand for A100 computing power and the shortage of computing power resources, we plan to increase all A100 computing power service charges by 100% from now on.” Coincidentally, Huina Technology immediately closed the market by 20CM at 10:52 a.m.
A person from the securities department explained to the Finance Association reporter, “The company first disclosed information through an announcement, and only then did it publish and publish articles on the public account. Generally, you can only post one post on the WeChat account a day. If you delete it or do something, you can see the traces left behind.”
Judging from Huina Technology's public account newsletter, the company only posted a tweet at 11:52 a.m. today. The content is exactly the same as the screenshot above. The screenshot may be a preview link to the public account.
