华东大厂大规模「叫停」B200租赁订单，计划切换至B300 算力租赁市场正掀起一场由头部大厂主导的"设备迭代风暴"，此前其签下的B200租赁订单被批量叫停， 全口径转向B300机型。 此前，金租公司为B200项目配套的大部分资金已批复到位，如今只能推倒重来。据了解，该大厂的B200 相关项目仅1-2个完成落地，其余均已紧急叫停或转投B300。但现实是，B300现货稀缺，即便谈妥订 单，供货量也十分有限。 据行业内相关人士表示，本次停租风波对于B200货物流转并没有显著影响，市场上原来已有的B200流通 量 便 极 为 紧 张 ， 目 前 仅 华 南 某 地 区 有 数 十 台 库 存 。 大 厂 算 力 需 求 有 何 变 化 ？ 欢 迎 添 加 微 信 YONGGANLL6662 交流探讨。 H200开放出口：订单悬而未决、价格迷雾重重 当地时间2025年12月8日，特朗普通过社交媒体宣布允许英伟达向"经批准的中国客户"出口H200芯片。 一段时间的发酵后，市场已陷入"观望"的僵局。眼下，多数企业选择暂停H200下单，政策走向的未知与 政府监管动作的不确定性，让整个产业链不敢贸然入局。 有消息称，官方的"开 ...

Core Viewpoint - BluSky AI Inc. has signed a Letter of Intent (LOI) with Lilac to form a strategic partnership aimed at enhancing cloud compute provisioning and monetizing idle capacity in the AI ecosystem [1][2][3] Group 1: Partnership Details - The LOI allows BluSky AI to offer its GPU cloud computing resources, including unallocated inventory and customer capacity, for rent through Lilac's marketplace [2] - This collaboration is expected to increase the utilization of BluSky AI's compute assets while expanding Lilac's supplier base with high-performance GPU models such as NVIDIA B200, H200, H100, A100, L40, RTX 5090, and RTX 4090 [2][3] - The partnership includes a multi-pronged engagement strategy involving engineering integration, co-marketing efforts, and a customer acquisition framework, with a definitive agreement anticipated in the coming months [3] Group 2: Company Missions and Goals - BluSky AI aims to democratize access to AI compute and optimize resource efficiency by integrating idle capacity into Lilac's platform, enabling customers to generate new revenue streams [3][6] - Lilac's mission is to democratize access to critical AI infrastructure and create a more efficient cloud economy by connecting idle GPU capacity to AI developers and enterprises [5][7] Group 3: Marketing and Transparency Initiatives - BluSky AI will designate Lilac as a 'Preferred Marketplace Partner' and promote the platform within its ecosystem [6] - Both companies will collaborate on various marketing initiatives, including joint press releases, social media activations, and event partnerships [6] - BluSky AI will provide quarterly transparency reports on available GPU inventory to inform marketplace strategy and performance tracking [6]