Research Reports

USD $2,000

Download Report

Research Reports

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

Format

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＞

Spotlight Report

Selected TopicsRelated Reports

2025 Global Cloud Data Center Expansion and Supply Chain Trends

2025/07/17

AI Server/HBM/Server

PDF

NVIDIA H20 ＆ RTX PRO Drive China’s AI Chip Market: 2025 Outlook

2025/07/15

AI Server/HBM/Server

PDF

AI ASIC Market Outlook: 2025 Global Industry and Technology Analysis

2025/07/09

AI Server/HBM/Server

PDF

MRDIMM Server Memory Outlook: Driving AI & HPC Trends

2025/07/09

DRAM

PDF

LPDDR4X Supply Shrinks, Prices Surge: Smartphone Makers Accelerate Transition to LPDDR5X

2025/07/08

DRAM

PDF

The convergence of Artificial Intelligence and Quantum Computing is poised to inaugurate a new era of global computational prowess

2025/07/03

Computer System

PDF

Download Report

Sign in and Download Report

USD $2,000

Membership

Spotlight Report