华为周跃峰：中国存力规模已达1680EB 机械硬盘是存储领域唯一尚未实现国产化突破的关键一环

Core Insights - Huawei's Vice President Zhou Yuefeng emphasized the importance of storage innovation in the AI era, stating that data is transitioning from a recording medium to information and knowledge directly used for AI training and inference [1] - The concept of the "AI brain" is defined as a combination of "data storage" and "processor," indicating that storage will play a crucial role beyond traditional definitions, requiring deep collaboration with processors to create a self-learning AI system [1] Industry Overview - As of now, China's storage capacity has reached 1680 Exabytes (EB), indicating a robust development of the storage industry with a nearly complete domestic supply chain from hardware to software [1] - Despite advancements, HDDs (hard disk drives) remain the only mainstream storage medium for warm data that has not achieved domestic production breakthroughs, highlighting a critical area for future technological development [1] - The industry is encouraged to collaborate on new core technologies for warm storage to enhance China's proactive stance in the global market [1]