Nvidia(US:NVDA) Xuan Gu Bao·2025-09-11 15:17Group 1 - Kioxia collaborates with NVIDIA to develop a new SSD that is nearly 100 times faster than traditional SSDs, expected to launch by 2027 [1] - The new SSD will primarily serve the server market for generative AI computing, enhancing data transfer efficiency through direct GPU connection [1] - The direct connection technology is seen as a significant innovation in AI computing infrastructure, with a dual benefit of technology-driven growth and surging demand [1] Group 2 - China's intelligent computing power is projected to reach 725.3 EFLOPS in 2024, with a year-on-year growth of 74.1%, and is expected to exceed 1037.3 EFLOPS by 2025 [1] - The SSD direct connection technology is crucial for meeting computing power demands by improving data throughput [1] - The global AI storage market is anticipated to surpass $100 billion in the next five years, with China expected to capture over 30% of the market share due to policy support, technological advancements, and application advantages [1] Group 3 - Related A-share concept stocks include Liyuan Information and Yachuang Electronics [2]