铠侠计划于2027年推出与英伟达合作开发的AI SSD

Core Viewpoint - Kioxia plans to commercialize AI SSDs by 2027, with data reading speeds nearly 100 times faster than traditional products [1] Group 1: Product Development - Kioxia is collaborating with NVIDIA to develop SSDs for generative AI computing servers, aiming to partially replace HBM as GPU memory expanders [1] - The first samples of the new SSDs are expected to be released in the second half of 2026, based on NVIDIA's proposals and requirements [1] Group 2: Market Forecast - Kioxia predicts that by 2029, half of the NAND chips will be purchased by AI-related industries [1] Group 3: Performance Specifications - NVIDIA has set a target reading performance of 200 million IOPS, which Kioxia plans to achieve through the collaboration of two SSDs [1] - The SSDs will support the PCIe 7.0 standard, representing a next-generation standard [1]