迈向智能世界白皮书2024：数据存储 数据是数字化到数智化成功转型的关键要素

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Data storage is identified as a critical element in the transition from digitalization to intelligentization, serving as the "new paper" for the digital world [2][5] - The report emphasizes the importance of high-quality data and efficient data processing in driving industry intelligentization [7][9] - The evolution of AI models from single-modal to multi-modal is highlighted, with a focus on the relationship between computational power and data volume [9][14] Summary by Sections Introduction - The introduction discusses the historical significance of data storage and its role in the digital age, likening it to the invention of paper [2][5] - It outlines the extensive investment by Huawei in the data storage industry over the past 15 years, with products deployed in over 150 countries [2][5] Digitalization to Intelligentization - The report outlines the rapid transition from digitalization to intelligentization, driven by the need for high-quality data [7][9] - It highlights the role of AI in transforming various industries, with a focus on the necessity of data for effective AI applications [9][14] Data as the Foundation - The report emphasizes the awakening of historical data and the generation of new data as essential for intelligentization [7][9] - It discusses the need for efficient data access to enable effective data processing, which is crucial for industry transformation [7][9] Future Outlook for Data Infrastructure - The report presents a vision for AI-ready data infrastructure, emphasizing the importance of a separation between storage and computation [8][11] - It discusses the necessity of all-flash storage solutions to enhance data processing efficiency [8][11] - The report also highlights the importance of data security and the establishment of AI data lakes for effective data management [8][11] Industry-Specific Insights - In the financial sector, the integration of AI is transforming operations, with a focus on data management and security compliance [15][17] - For telecommunications, the report outlines the shift towards AI-driven operations and the need for robust data infrastructure to support AI applications [24][26] - In the public sector, AI is being explored for enhancing public service efficiency, with a focus on data sharing and protection [31][35] - The manufacturing sector is leveraging AI for various applications, including design, production, and maintenance, while facing challenges in data management [43][48]