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With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...
TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. Strong demand for high-end GPUs (including Hopper and Blackwell series) from hyperscale CSPs and enterprises fueled NVIDIA's overall revenue growth. The rise of DeepSeek will promote the development of edge AI inference servers and expand the scope of AI applications.
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing orders for general-purpose servers, while Chinese CSPs are actively procuring AI servers. As a result, server ODM's motherboard SMT line utilization rates have risen significantly. The development of technologies like DeepSeek will further drive the growth of the AI server market.
In 2024, the American Robotaxi service provider Waymo completed more than 4 million rides and planned to further expand into new cities such as Miami and Tokyo. As companies in both China and the US actively expand their robotaxi services, the future of related applications looks promising. However, the cost of advanced driving assistance features still limits their widespread adoption, and the performance of current autonomous driving systems across various automotive brands still has room for improvement. An autonomous vehicle generates about 40TB of data daily, necessitating the use of cloud platforms for computation, storage, and analysis. The emergence of these solutions, in turn, is accelerating the development and popularization of autonomous driving technology. Additionally, Taiwan-based companies are expected to demonstrate a unique competitive edge in areas such as sensor manufacturing, system integration, and innovative applications.
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reassess their AI infrastructure investments. While CSP capital expenditures will remain high in 2025, investments in in-house ASICs will increase to reduce costs and reliance on NVIDIA GPUs. US export controls will further accelerate the development of indigenous chips and algorithms in China's AI sector. In the long term, DeepSeek's emergence may lead to a downward revision in AI GPU demand and shift AI development towards efficiency-focused strategies.
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
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