中国存储竞速AI时代：加速争夺话语权

Core Insights - The rapid development of AI large models is transforming data storage from a "backstage role" in IT systems to a crucial engine of the intelligent economy [1] - The storage industry is facing cyclical fluctuations, with upstream manufacturers reducing capital expenditures, which clashes with the explosive data demand in the AI sector [1] - The establishment of unified standards and collaborative development is key to overcoming challenges in the storage industry [1] Industry Developments - The China Electronics Standardization Association's Data Storage Special Committee, led by Zhongke Shuguang, aims to draft AI storage standards and establish a Future Storage working group to enhance China's competitiveness in the global storage market [1][2] - The committee plans to gradually propose and refine AI storage technology standards, frameworks, and adaptation guidelines, particularly benefiting smaller storage companies [2] Technological Evolution - The storage industry is evolving towards an AI data platform, integrating capabilities beyond traditional data access to include inference acceleration and multi-modal knowledge base generation [4] - AI's diverse workloads demand higher storage performance, necessitating the establishment of standards for both training and inference processes [4] - The shift from traditional storage paradigms to advanced storage capabilities is essential to meet the new challenges posed by AI technologies [8] Market Dynamics - The global data storage market has surpassed 2.6 trillion yuan, highlighting the need for enhanced collaboration and the establishment of independent standards to improve China's storage industry's global competitiveness [8] - The current storage market is experiencing a significant price increase, with some products seeing price hikes of up to 100% [7] Future Directions - The construction of advanced storage centers is expected to meet new requirements, including extreme performance enhancements and seamless integration across various protocols [9] - The focus on data aggregation and flow is crucial for the intelligent transformation of industries, moving away from traditional siloed data management [9] - Collaborations, such as the one between Shuguang Storage and China Mobile, aim to address the complex requirements of data cross-regional collaboration in the AI era [10][11]