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东北证券:“介质迭代+架构革新”双浪潮 MED或成“温冷”数据最优解
Xin Lang Cai Jing· 2025-11-14 02:25
Core Insights - The global data center storage demand market is experiencing exponential growth, characterized by a dual evolution of "scale leap + acceleration in growth" [1] - Data volume is expected to exceed 1.1ZB in 2024 and reach 2.4ZB by 2028 [1] - Storage has become a critical variable determining AI performance, with advancements in storage technology directly impacting data scale, access speed, cost, and AI model training efficiency [1] - The storage system is entering a new phase of "capacity, performance, and efficiency" multi-dimensional collaborative optimization [1]