Open Source Securities: Domestic GPU performance upgrades and order growth reinforce each other; IDC data shows domestic AI accelerator card share reached 41% in 2025
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Open Source Securities' October 25 computer industry weekly report states that domestic GPU performance upgrades and order growth are reinforcing each other, accelerating commercialization. It cites IDC data showing China's domestic share of AI accelerator cards reached 41% in 2025, while Nvidia fell to 34% and Huawei Ascend held 28% in the first half of 2026. The report says Moore Threads' MTT S5000 single card exceeds 4,000 tokens/s in Prefill throughput, and lists Cambricon, Hygon Information, and MetaX as beneficiary stocks. It also notes upward revisions to capital expenditure by Tencent, Alibaba, and ByteDance. Last week, the computer index rose 5.21% and the AI application index rose 4.55%, according to the report.
Source report
Single-Chip Performance and Cluster Scale Leap Forward in Tandem; Order Backlogs Accelerate Across the Board
October 25, 2026
Open Source Securities' October 25 computer industry weekly report notes that domestic GPU performance iteration and order volume expansion are reinforcing each other, with commercialization accelerating across the board.
Key Data Points
- IDC data: China's AI accelerator card domestic share reached 41% in 2025; in the first half of 2026, Nvidia's share fell to 34%, while Huawei Ascend reached 28%.
- Moore Threads MTT S5000: Single-card Prefill throughput exceeds 4,000 tokens/s.
- Beneficiary stocks cited: Cambricon, Hygon Information, MetaX.
- Capex revisions upward: Tencent, Alibaba, ByteDance.
Market Performance (Last Week)
| Index | Change | |---|---| | Computer Index | +5.21% | | AI Application Index | +4.55% |
Source
research_reportNeutral / independent