江波龙：AI推理对存储容量需求显著扩大，推动存储需求爆发式增长

Core Insights - The company Jiangbolong indicated that AI inference is leading to significant structural changes in system architecture and resource scheduling, particularly through the application of Key-Value Caching (KVCache) and Retrieval-Augmented Generation (RAG) technologies [1] Group 1: AI Inference Impact - AI inference is expanding storage capacity requirements significantly due to its structural changes [1] - The rapid expansion of AI infrastructure, combined with a shortage of HDD supply, is driving explosive growth in storage demand [1]