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content":"Spot Price for AI Computing Power Leasing in the U.S. Soars to Double the Long-Term Contract Rate
10 hour ago /
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Author：小编
The U.S. market for leasing AI computing power is marked by a stark contrast between short-term and long-term costs. The annual spot leasing price for short-term commitments hovers between $40 billion and $50 billion per gigawatt, doubling the long-term contract price of $20 billion per year. For supercomputing cloud operators, the breakeven point stands at roughly $12 billion per gigawatt annually. According to Goldman Sachs' analysis, hyperscale cloud providers such as Google opt for high-priced leased computing power mainly because their self-built capacities are inadequate. However, once their in-house capabilities are sufficient, the premium on spot leases will disappear.
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