数据要素与先进存储融合发展研究报告

Industry Overview - Data has become a new type of production factor, recognized globally as a strategic resource, with countries competing to harness its value [3] - China has taken a leading role in the global data element market by pioneering data trading platforms and data asset accounting [3] - The integration of new technologies, models, and infrastructure is driving the development of the data element sector, with AI playing a significant role in accelerating data value release [3] - Data assetization has introduced new models like "data credit" and "data trusts," expanding the application scenarios of data elements [3] - Data infrastructure, including advanced storage, is critical for the lifecycle management of data, ensuring its availability, flow, and security [3][4] Data Elements and AI Synergy - AI accelerates the transformation of cold data into warm and hot data, with large models like GPT requiring massive datasets for training [7][18] - AI-driven applications generate vast amounts of hot data, increasing the demand for high-frequency data storage solutions [19] - High-quality datasets are crucial for AI model training, with dataset size and quality directly impacting model performance [21] - Advanced storage technologies, such as all-flash arrays, are essential for supporting AI's high-performance data processing needs [19][24] Data Assetization and Storage - Data assetization has led to significant breakthroughs in data asset valuation and registration, with China pioneering data asset accounting [25][27] - Data asset circulation and trading have increased the volume of data copies, necessitating robust storage solutions [31] - Advanced storage facilities act as secure "vaults" for data assets, ensuring their safety, reliability, and scalability [32][33] - The integration of storage with other data infrastructure components, such as networks and computing, is vital for efficient data management [37] Data Infrastructure Development - Data infrastructure, including storage, is a key enabler of data element utilization, supporting data collection, processing, and circulation [34][35] - Storage facilities are one of the "six foundations" of data infrastructure, alongside networks, computing, data collection, data circulation, and data security [35][37] - The construction of data infrastructure is accelerating, with advanced storage capacity expected to reach 30% of total storage by 2025 [12][40] - Regional storage centers, such as those in Guizhou and Chongqing, are emerging as models for integrating storage and computing, enhancing data value realization [42][43] Recommendations for Future Development - Promote the construction of high-quality datasets and advance the application of AI-driven storage technologies [45] - Improve the data asset valuation system by incorporating storage security and risk management metrics [46] - Accelerate the construction of advanced storage facilities and optimize the layout of data infrastructure to support regional and industrial needs [48]