AI 时代下的存储市场，Arm扮演重要角色

Core Insights - The article emphasizes the transformative impact of AI technology on computing and data management, highlighting the significant increase in global data volume from 159.2ZB in 2024 to over 384.6ZB by 2028, with 37% of this data expected to be generated in the cloud [1] - Arm is positioned as a leading computing platform company, playing a crucial role in AI computing infrastructure across various applications, including servers and edge devices [1][8] Group 1: AI and Data Growth - The rapid evolution of large models is reshaping industries, presenting challenges for hardware and software vendors [3] - Exploration and optimization are the two main directions of technological advancement in the AI era, focusing on pushing the limits of computing power and enhancing model efficiency [5][6] - AI inference is expanding from cloud to edge, necessitating closer integration of storage and computing to meet real-time data processing demands [7] Group 2: Arm's Role in Storage Solutions - Arm has nearly 30 years of experience in the storage sector, providing high-performance, low-power, and secure solutions for storage controllers and devices [10] - The company has shipped close to 20 billion storage devices based on its architecture, with a daily increase of approximately 3 million units [10] - Arm's diverse IP platform solutions are designed to meet the core requirements of storage technology in the AI era, including real-time processing and energy efficiency [10][13] Group 3: Ecosystem and Partnerships - Arm is actively collaborating with leading storage companies to optimize their storage solutions, as seen in the adoption of Arm architecture by companies like Solidigm and Silicon Motion [16][17] - The company is also working with local storage ecosystem partners in China to drive industry development, leveraging its strong ecosystem to enhance product differentiation and meet customer needs [17][18] - Arm's commitment to innovation and ecosystem development positions it as a leader in shaping the future of storage in the AI era [18]