Nvidia(US:NVDA) Jing Ji Ri Bao·2026-01-07 23:39Group 1 - The core viewpoint is that the storage market is experiencing unprecedented demand driven by AI infrastructure, which is expected to become the largest storage market globally [1][2] - NVIDIA's CEO Jensen Huang emphasized that the AI boom is significantly increasing the consumption of DRAM and NAND chips, leading to a severe supply shortage and rising prices in the storage market [1] - Analysts predict that the demand for storage chips will continue to grow due to increasing AI training and inference needs, which will benefit digital storage stocks [1] Group 2 - The AI model market is growing at a rate of 10 times per year, resulting in exponential growth in AI computing power and data throughput, which is a primary reason for the surging demand for AI infrastructure [1] - NVIDIA has integrated the BlueField 4 processor into its new Rubin platform, enhancing the connection between hot storage and long-term storage technologies, thus increasing the specifications for throughput and power design [2] - Although NVIDIA is the largest buyer of storage devices globally, it has no plans to enter the storage manufacturing market and will continue to procure the most advanced storage solutions [2]