AI · 算力与基础设施AI · Compute & infrastructure
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跟踪算力租金、数据中心供需、运营商现金流和芯片制造需求。Track GPU rental prices, data-center supply and demand, operator cash flows and chip-manufacturing demand.
7 种 GPU · 13 条独立序列 · 每周更新7 GPUs · 13 separate series · Weekly refresh
GPU 租赁指数总览GPU Rental Indices
H100 · H200 · A100 · B200 · B300 · MI300X · RTX 5090
H100 指数置于总览最上方；Silicon Data 与 Ornn 分别保留来源、市场口径与历史。The H100 index leads the overview; Silicon Data and Ornn retain their separate sources, market definitions and histories.
查看全部型号、历史与来源 →View all GPUs, history and sources →每周一08:23（北京时间）更新。Updated Mondays at 08:23 (Asia/Shanghai).
数据中心供需Data center supply & demand
CBRE 北美主要市场：空置率、机房租金、在建及预租容量。每月检查新报告。CBRE North American primary markets: vacancy, asking rents, construction and preleasing. New reports checked monthly.
查看指标与历史 →View indicators and history →AI 算力运营商经营看板AI compute operators
CoreWeave 与 Nebius：季度收入、现金流、资本开支及资产负债。每周检查新财报。CoreWeave and Nebius: quarterly revenue, cash flows, capex and balance sheets. New filings checked weekly.
查看指标与历史 →View indicators and history →台积电月度营收TSMC monthly revenue
从2013年开始的合并月营收、同比及滚动趋势。每月更新。Consolidated monthly revenue since 2013, growth and trailing trends. Monthly observations.
查看指标与历史 →View indicators and history →GPU 租赁回本计算器GPU rental payback calculator
引用租赁指数，调整出租率、电费、购机成本和贷款，查看回本周期及敏感性。Use rental indices and adjust utilization, electricity, system cost and financing to explore payback and sensitivity.