AI时代，需要什么样的存力中心

Core Insights - The rapid development of artificial intelligence (AI) technology is leading to unprecedented growth in global data, transforming data from a "sleeping resource" into a core production factor [1] - Storage centers are becoming essential infrastructure to support this transformation, impacting data storage, computing power, efficiency, and security in the AI era [1] Group 1: Data Storage Evolution - Data storage has transitioned from a traditional "data container" to a strategic foundation for high-quality digital economic development, acting as a core engine to activate data value and cultivate new productive forces [2] - By the end of 2024, the total storage capacity in China is expected to reach 1580 EB, with advanced storage accounting for 28% [2] - Despite the growth, challenges remain, including underutilization of storage, shortcomings in core chips/software/media, and the need for improved synergy between storage and computing [2] Group 2: Infrastructure Development - The Ministry of Industry and Information Technology and other departments have issued a plan to develop a unified system of computing power, storage, and operational capacity, highlighting the importance of storage in national infrastructure [2] - Storage centers are being established in key locations such as Guangdong, Chongqing, Guizhou, and Langfang, which could serve as provincial backup disaster recovery centers or industry-specific data repositories [3] Group 3: Technological Advancements - The integration of AI and storage is reshaping the technological boundaries of data storage, with a significant shift from traditional mechanical hard drives to advanced storage media [3] - Currently, over 80% of data in China is still stored on mechanical hard drives, with the industry largely dominated by foreign companies [3] - The demand for "AI storage" is increasing, driven by the need for high-frequency read/write capabilities and efficient data management in AI training [4] Group 4: Efficiency and Collaboration - Enhancing storage technology can significantly improve training efficiency, potentially doubling the efficiency of computing clusters from 30% to 60% [5] - A robust storage infrastructure is essential for unlocking data value, requiring deep collaboration among policy, technology, and industry sectors [5]