万亿AI存储鸿沟如何填平？

Core Insights - The article discusses the explosive growth potential of AI storage, driven by technological breakthroughs such as Universal Storage architecture and hardware decoupling, which enable distributed storage to become the mainstream choice for data infrastructure in the AI era [1][2]. Group 1: Market Dynamics - Vast Data, a Silicon Valley AI storage company, is in talks for a new funding round with a valuation reaching $30 billion, reflecting a 3.3x increase in valuation over 18 months [2]. - The global data volume is expected to grow at a rate of 36% annually, reaching YB scale by 2030, highlighting the need for efficient and secure data storage solutions [2]. Group 2: Technological Evolution - The shift in focus for large models has transitioned from training to inference optimization, with the emergence of Agents facilitating complex decision-making and interaction [3][4]. - The core requirements for storage in AI have evolved to include extreme throughput, low latency, and high concurrency, necessitating a shift from traditional storage solutions [5]. Group 3: Storage Requirements - AI inference requires significant throughput, with multi-agent collaboration demanding up to 1TB/s aggregate bandwidth and sub-millisecond latency for optimal performance [5]. - The need for unified management of multimodal data and version traceability is critical, as AI applications increasingly rely on diverse data types [6]. Group 4: Architectural Innovations - The Universal Storage architecture aims to integrate various storage types (block, file, object) into a single platform, addressing the inefficiencies of traditional storage systems [23][26]. - Vast Data's approach eliminates data silos and migration overhead, allowing seamless access to data across different protocols, significantly simplifying management and reducing total cost of ownership [26][27]. Group 5: Future Outlook - The article emphasizes the investment value of Universal Storage technology, driven by the increasing demand for storage performance and scalability in the AI era [32][33]. - The potential for disruptive opportunities in the enterprise storage market is highlighted, as AI applications lead to a surge in data volume and storage needs [32].