New Compute Player in the Price Hike Wave: Why Can Xunce (03317.HK) TokenCloud "Make Money on Every Unit Built"?

Zhito Finance APP has learned that is the wave of GPU cloud service price increases rewriting the negotiating landscape of the global computing power industry? Recently, Nebius announced that starting October 1, prices for its entire GPU cloud service line will increase by about 20% - this is already its second round of price hikes this year, with the cumulative increase for B300 reaching as high as 56%, customer demand visibility exceeding 24 months, and customers even willing to bid at a premium for Blackwell computing power; CoreWeave's order backlog has surpassed $100 billion, and its contracted power scale continues to climb. Jensen Huang said bluntly that "the core constraint is not demand, but production capacity." As "having cards means having pricing power" becomes a consensus, the capital market has begun to re-examine a question: who is the truly "certain beneficiary" player in this computing power bull market?