华为，重要研判！

Core Insights - Huawei's executive predicts that the evolution of data storage will be crucial in the AI era, emphasizing that "intelligence begins with data" [2] - The company highlights the need for a strategic elevation of the storage industry to support AI development and contribute to China's goal of becoming an "AI powerhouse" [7] Innovation Aspects of Data Storage - Extreme Performance: Future storage must meet higher performance demands due to diverse AI workloads, requiring new standards and greater bandwidth, ultra-high IOPS, and microsecond latency [4][5] - High Scalability: Storage architecture should balance vertical and horizontal scalability, with EB-level horizontal expansion for massive data storage and DPU-centric vertical expansion for local storage capacity breakthroughs [5] - Data Weaving: The release of data value starts with the aggregation and governance of massive data, aiming for global visibility and usability [6] - Data Resilience: Building inherent security in storage systems is essential, transitioning from passive response to proactive defense to protect customer data [6] - New Semantics: Data storage is evolving from merely storing data to storing knowledge and memory, transforming into AI data platforms that enhance AI inference experiences [6] - Sustainable Development: AI-driven data assets require long-term retention, necessitating new storage mediums and systems for efficient storage of "cold data" [6] Current Industry Status - China's storage capacity has reached 1680 EB, indicating a rapidly developing industry with a nearly complete domestic supply chain, showcasing potential to lead the global IT sector [9] Future Collaboration - Huawei expresses a desire to collaborate with various stakeholders to accelerate storage innovation and create a healthy industry ecosystem to tackle new challenges in the AI era [10]