Electronics Weekly
DeepSeek’s influence will drive CSPs toward lower-cost proprietary ASIC solutions, shifting focus from AI training to AI inference.
This shift is expected to gradually increase the share of AI inference servers to nearly 50%.
DeepSeek may impact high-end GPU adoption with US-based CSPs are procuring proprietary ASIC AI servers faster than expected.
DeepSeek is expected to expand AI applications, driving edge AI server growth. Based on these factors, AI server shipments could increase by nearly 35% in 2025.
The market could fragment. CSPs focusing on large-scale AI algorithms will continue investing in high-performance solutions, while cost-sensitive enterprises at the edge will prioritise more economical alternatives
