According to a research report from CITIC Construction Investment, total shipments in China’s AI accelerator card market are projected to hit around 4 million units by 2025. Domestically produced AI accelerator cards are expected to capture over 40% of the market share, primarily through differentiated strategies, such as leveraging non-GPU chip solutions. Domestic AI models are advancing rapidly—data from OpenRouter reveals that, from March 30 to April 5, the top five models by API call volume were all developed in China. In the first quarter of 2026, despite an 83% price hike, demand for Zhipu’s API continued to outpace supply. Alibaba has also launched three major AI models in succession, which are anticipated to further stimulate demand for domestic computing power. Moreover, a nationwide unified data property rights registration system has been put into place, signaling that the data assets industry may soon enter a phase of accelerated growth.