Demand explosion, high-end computing power services large orders frequently occurring.

Recently, large orders for high-end computing power services have been frequent. According to the latest announcement from Xingyun Technology, the company's computing power service contract signed in April this year has seen a significant price increase, with a total rental increase of 2.879 billion yuan, an increase of 79% from the original contract amount. "Multiple factors have jointly driven the significant increase in computing power service prices, with high-end computing power services seeing both volume and price rise. On the one hand, the supply of high-end chips continues to be tight, and the delivery cycle of high-end computing servers has significantly lengthened; on the other hand, demand for high-end computing power such as 'training + inference' is showing exponential growth." On July 14th, a person in the computing power industry told reporters, "Currently, the high-end computing power services continue to be in short supply."