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"11 consultations in one morning! DeepSeek once again ignites the computing power market. After the holiday, the demand for NVIDIA's H series increases."
① A year later, the computing power market is once again booming, with a significant increase in inquiries regarding the leasing and purchasing of computing power equipment, and user demand is still focused on NVIDIA graphics cards. ② Although multiple interviewees stated that demand has not yet impacted supply, the prices of graphics cards have already risen, with DeepSeek causing changes in the otherwise stabilizing computing power market. ③ The vacancy rate of intelligent computing centers has decreased, and it is expected that the role and value of intelligent computing centers will become more apparent.
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