“数据存储+处理器”才是AI大脑

Core Insights - The speech by Huawei's Vice President Zhou Yuefeng at the 2025 Data Storage Industry Conference highlighted the new positioning, trends, and opportunities in the data storage industry in the AI era [2][3] Group 1: Future Directions of Data Storage - Data storage will evolve in six directions: pursuing extreme performance, enhancing scalability, strengthening data weaving capabilities, increasing data resilience and inherent security, transitioning from "storing data" to "storing knowledge and memory," and adapting to the trend of "warming up" cold data [3] - The demand for storage and processing capabilities is shifting from linear to exponential growth due to the accelerating development of AI and the digital economy [3] Group 2: National Strategy and Industry Development - Data storage capabilities have been integrated into the new infrastructure system at the national strategic level, emphasizing the importance of "storage power" alongside computing power, transportation power, and electrical power [4] - Over the past 20 years, China's storage capacity has reached 1680EB, with significant improvements in the domestic production rate of the storage industry chain [4] - The HDD mechanical hard drive remains the only storage medium that has not achieved domestic production, indicating a critical area for innovation in new temperature data storage [4] Group 3: Huawei's Commitment - Huawei is committed to leading the industry and collaborating with partners to create a new future for data storage, positioning it as a new hallmark of China's technological innovation [5]