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

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2025-02-07

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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＞

Category: Artificial Intelligence , Semiconductors

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