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[Selected Topics] DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Last Modified

2025-02-07

Update Frequency

Aperiodically

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PDF

Overview

TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the worse case, 20-25%; and the bullish case, nearly 35%. While DeepSeek may reduce demand for high-end AI training servers, it will drive edge AI inference server development and encourage CSP investment in custom ASICs, benefiting long-term AI market growth. AI inference is expected to gradually approach a 50% market share.

＜Total Pages：7＞

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