India, Jan. 30 -- TrendForce's latest investigations have revealed that the recent release of DeepSeek-V3 and DeepSeek-R1 underscores an industry-wide shift toward more cost-effective AI infrastructure. This development is expected to prompt end users to conduct more rigorous evaluations of AI infrastructure investments, focusing on adopting more efficient software computing models to reduce reliance on hardware such as GPUs.

CSPs are also likely to expand the adoption of in-house ASIC infrastructure to lower deployment costs. Consequently, actual demand for GPU-based AI chips and semiconductors could see notable changes from 2025 onward.

TrendForce notes that the global AI server market has experienced rapid growth since 2023. By 2025,...