Core Viewpoint - Huawei's release of AI SSD aims to address the challenges in AI data storage, specifically targeting the "memory wall" and "capacity wall" to enhance AI business efficiency and reduce costs [2][4][6]. Group 1: AI SSD Features and Innovations - AI SSD is designed specifically for AI workloads, offering high performance and large capacity, and is expected to be a significant breakthrough for domestic SSD technology [5]. - The AI SSD can provide a maximum single disk capacity of 245TB, which is 13 times the capacity density of traditional mechanical hard drives, while consuming only 0.1W per TB [8]. Group 2: Challenges in AI Data Storage - The current AI computing power cards struggle with memory capacity, unable to handle the explosive growth of data generated by large AI models, which require significant storage for parameters and historical data [4][6]. - For instance, training a model with 67.1 billion parameters necessitates 3.5PB of data storage, and the parameters of AI models are expected to grow 750 times every two years, posing a substantial challenge to SSD capacity [6]. Group 3: Market Impact and Future Outlook - Huawei aims to establish a new benchmark in the AI storage market with AI SSD, potentially altering the current dominance of HBM in AI storage solutions [9]. - The future AI storage architecture is expected to integrate HBM and AI SSD in a three-tier cache structure (HBM-DRAM-AI SSD), optimizing performance and cost [9][11].