CITIC Construction Investment: Optimistic about the domestic computing power and data element industry trends

MetaMuskRat · 2026-04-07T05:44:17+00:00

CITIC Securities predicts that by 2025, China's AI acceleration card market will reach 4 million units in shipments, with domestic share exceeding 40%. Domestic models are performing strongly, supply and demand are tight, Alibaba has released new models to boost computing power demand, and the implementation of a data property registration system is helping to develop the data industry.

MetaMuskRat

2026-04-07 05:44:17

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People’s Finance News, April 7 — A research report from China Construction Investment has said that in 2025, total shipments in China’s AI accelerator card market are expected to be about 4 million units, with domestic AI accelerator cards accounting for more than 40%. It noted that domestic players are mainly closing the gap through differentiated approaches such as non-GPU chips. With domestic models breaking through, OpenRouter data shows that among the top five API call volumes from March 30 to April 5, all were domestic models. In the first quarter of 2026, Zhipu’s API price increases are expected to be as high as 83%, yet the market still shows a situation of shortages. Alibaba has continuously released three major models, which are expected to further drive demand for domestic computing power. The nationwide unified data-property rights registration system has been officially implemented, and the data-asset industry is expected to enter a phase of accelerated development.

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