谷歌“错杀”？存储供应链密集发声

Core Viewpoint - Google's recent launch of the TurboQuant compression algorithm, which claims to reduce the key cache usage of large models by at least six times, has caused panic in the storage industry. However, at the MemoryS 2026 summit, various storage manufacturers and cloud computing companies expressed that the demand for storage is still expected to rise due to the acceleration of AI applications, leading to a potential continuation of shortages [3][4]. Group 1: AI Impact on Storage Demand - AI is rapidly consuming storage capacity, with AI servers projected to account for over 20% of total server shipments by 2026, significantly increasing storage configurations [4]. - The shift from AI model training to more frequent actual usage has heightened the demand for data reading speed and response capabilities, making high-performance storage a core component for system efficiency [4]. - The automotive sector is emerging as a significant application area for AI, alongside edge AI, which is expected to drive new growth in storage demand [4]. Group 2: Supply-Side Challenges - The expansion cycle for storage capacity is lengthy, lasting 18 to 24 months, making it difficult to alleviate supply shortages in the short term. Structural mismatches in supply and demand have become the norm [5]. - Flash memory is expected to remain in short supply for an extended period, with feedback from system-side experts indicating increasing resource constraints due to AI growth squeezing DRAM capacity [6]. - The storage technology landscape is undergoing a paradigm shift, moving from micro-innovations to architectural revolutions, with concepts like CXL and integrated storage-compute solutions accelerating towards commercialization [6].