[Chairman of Eastern Harbor: This Round of Price Increases Driven by Rigid Demand from AI Agents and Quantitative Trading] According to a report by Jinse Finance, on June 14, Eastern Harbor Chairman Dan Bin posted on social media that he recently had a small gathering with friends, including a former Bitcoin miner who transitioned to data centers and a hedge fund practitioner. Their views perfectly align with the SemiAnalysis report. Currently, the rental prices for GPUs like the H100 have rebounded significantly, and spot computing power remains in short supply. Unlike the previous market trend dominated by large model training, this round of price increases is driven by rigid demand from AI Agents and quantitative trading. The hedge fund practitioner bluntly stated that the demand for computing power in quantitative business has surged, and rental costs are also continuously rising. Institutional demand is almost completely inelastic to price; even with price hikes, they are still competing to secure long-term contracts. The structural scarcity of computing power is being severely underestimated by the market.