??
??????? (??)�DeepSeek?????,???�2??13?,�2025????�??,???????????????(??�??????�)???????
�?????????????????�?????????(IDC)????????????????�??????�?????????????,DeepSeek????????,??????,?????????,????????,?????????
�??�???,????????,???2024?????,??71.5EFLOPS(EFLOPS??),??20.6%;?725.3EFLOPS,?????????????????74.1%?2025????????????????,?????????????????????????????????85.8EFLOPS,??20%;?????1037.3EFLOPS,?????????43%,????,20232028?????????????46.2%??????????????18.8%?
�??�??,?????????????????????,?????,????????
IDC??,2025?????????????????1587??????????????,2028?????????2227??????????????????????????????????,??2025??????29.6%?????2028?37.7%?
�?????????????�????????,??????????????????????????,�??�??,???????????????????????????2024???,????????????????????????????????????????????????????????????????,�???�?????????????????,?????????????????????????????3????????????????
??????????????,�??????????�??,?,??�???????????�???????�?????????�??,???????????
�???????????�??,?,??????????????????????????????,????,??;???,?????????????????;??,????????,????????????,????????,????????????????????????????? ???:????
?????????
?????2025?????????????43%?????????????