Reports indicate that the supply cycle for NVIDIA's H100 GPU has significantly shortened to 3-4 months, prompting some companies to start reselling their excess processors. Despite the improved supply, demand for AI chips still exceeds supply, particularly among companies training large language models. Cloud service providers are offering rental services to alleviate demand pressure, yet supply bottlenecks remain. Businesses are focusing more on price and procurement rationality, and the AI sector may see a market balance emerge.