MOBVISTA (01860) saw its share price climb more than 6% during Monday's morning session, with gains continuing to hold strong. As of the time of writing, the stock was up 5.91% at HK$13.09, with trading turnover reaching HK$164 million.

The market movement comes as the company confirmed plans to roll out its GPU-centric next-generation AI Infrastructure by October 2026. This upgraded system is designed to enhance complex model training and real-time inference capabilities, while also enabling the scaled deployment of IAP ROAS models within mid-to-hardcore gaming scenarios.

Analysts at Zheshang Securities noted that the new architecture and IAP products are expected to begin contributing to revenue growth starting in the fourth quarter of 2026, with 2027 likely marking a phase of large-scale release. This trajectory is anticipated to drive continued improvements in revenue momentum, commercialization efficiency, and overall profitability.

Zhongtai Securities previously highlighted that programmatic advertising accounts for 96.5% of the company's revenue, with intelligent bidding products representing over 90% of that figure. The brokerage expressed optimism about the high-growth potential stemming from the AI Infrastructure rollout and the monetization of IAP conversion capabilities.