DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

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2025-01-28

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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.

＜Total Pages：8＞

Sector: AI Server / Data Center Semiconductors

Tag: ASIC AI Infrastructure AI Chip Server GPU CapEx Competitive Landscape CSP Domestic Substitution Export Controls Geopolitical Risk Market Share Supply Chain Trade War NVIDIA DeepSeek

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