Dan Bin: The increase in computing power in this round is driven by essential needs such as AI agents and quantitative trading

Dongfang Port Chairman Dan Bin stated that the rental prices of GPUs such as H100 are rebounding, and there is a shortage of computing power in stock. This round of price increases is driven by rigid demand such as AI agents and quantitative trading. Institutional demand lacks price elasticity, and the structural scarcity of computing power is underestimated by the market.