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算力“好兄弟”存储发力:先进存力中心建设加速
Core Insights - The rapid development of advanced computing capabilities is accompanied by a significant push towards optimizing data storage solutions, highlighting the importance of data as a strategic resource for economic growth [1][4]. Group 1: Data Storage Growth - China's data storage capacity is projected to grow at a rate exceeding 20% from 2022 to 2024, reaching a total of 1580 EB by the end of 2024, with an annual increase of 380 EB, representing a 32% year-on-year growth [3]. - The structure of data storage is evolving, with the proportion of flash storage in external storage increasing from 25% in 2023 to 28% in 2024, indicating a shift from capacity-driven to performance-oriented storage systems [3][5]. - The demand for large-scale data storage is driven by the need for low-latency and high-throughput performance, as well as the increasing volume of non-structured data [5][8]. Group 2: Industry Applications and Trends - Various industries, including manufacturing, internet, and finance, are rapidly adopting flash storage solutions, with their market share exceeding 45%, while sectors like education and healthcare are also optimizing their storage structures [3][4]. - The emergence of large model training has created a surge in demand for data storage, necessitating the collection and processing of vast amounts of multi-modal data [4][6]. Group 3: Strategic Recommendations - Recommendations for advancing data storage capabilities include establishing a unified national plan for advanced storage centers, optimizing data storage resource distribution, and enhancing data governance frameworks [6][7]. - The integration of AI data lake storage technology is suggested to unify multi-source data collection and improve data quality through advanced data governance tools [7][8]. - Emphasis is placed on the importance of developing a secure data circulation space and implementing internal storage security mechanisms to protect data throughout its lifecycle [8][9]. Group 4: Industry Experience and Implementation - Companies like Huawei are leading initiatives to build data storage centers in urban areas and create data lakes for enterprises, facilitating the aggregation and management of diverse data types [9][10]. - The focus on creating a trustworthy data circulation space is evident in collaborative projects that aim to enhance data flow and security across various sectors, including automotive and finance [9].