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Industry insiders: This month, computing power rental prices are continuing to rise; demand for training cards and inference cards is now diverging.

MarsBitNews
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Mars Finance News, in response to Meta's plan to launch a cloud infrastructure service called "Meta Compute" and sell AI computing power to external customers, a source in the computing power leasing industry told the Kechuangban Daily reporter that Meta has invested heavily in AI but has seen slow progress in delivering results. Leasing computing power can both recoup cash flow and signal a move away from older hardware and the previous strategy of blind expansion. He also revealed that his computing power server leasing supplier mentioned that prices would continue to rise early this month. He judged that demand for inference cards and training cards may be diverging. As the parameter scale and performance of open-source large models continue to climb, some applications are shifting from self-developed fine-tuning to directly calling ready-made models, creating a clear "temperature difference" in the market between high-end new training cards and inference/older training cards. (Kechuangban Daily reporter Huang Xinyi)
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