涨价潮下的算力新玩家：迅策(03317.HK)TokenCloud凭什么“每一单元建设都赚钱”?

智通财经09-21

【涨价潮下的算力新玩家：迅策(03317.HK)TokenCloud凭什么“每一单元建设都赚钱”?】智通财经APP获悉，GPU云服务的涨价潮是否正在改写全球算力行业的谈判格局？近日，Nebius宣布10月1日起GPU云服务全线提价约20%——这已是其年内第二轮涨价，B300累计涨幅高达56%，客户需求能见度超过24个月，甚至愿意溢价竞拍Blackwell算力;CoreWeave订单积压突破千亿美元，签约电力规模持续攀升。黄仁勋直白说“核心约束不是需求，而是生产能力。”当“有卡就有定价权”成为共识，资本市场开始重新审视一个问题：谁才是这轮算力牛市里真正“确定性受益”的玩家?

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