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[The "spot price" of AI computing power leasing in the United States is twice that of the long-term association] "Science and Technology Innovation Board Daily" reported on the 12th that the US AI computing power leasing market is showing obvious characteristics of "short-term expensive and long-term cheap". The short-term spot lease price of AI computing power is as high as US$40 billion to US$50 billion per gigawatt per year, while the long-term contract price is only US$20 billion per year. The break-even threshold for supercomputing cloud operators is approximately US$12 billion per year. However, Goldman Sachs analyzed that the fundamental reason why ultra-large-scale cloud vendors such as Google rent computing power at high premiums is that self-built production capacity cannot keep up. Once self-built production capacity catches up, the spot premium will disappear.
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