Core Insights - The rapid development of artificial intelligence (AI) technology is leading to unprecedented growth in global data, transforming data from a "sleeping resource" into a core production factor [1] - Storage centers are becoming essential infrastructure to support this transformation, impacting data storage, computing power, efficiency, and security in the AI era [1] Group 1: Data Storage Evolution - Data storage has transitioned from a traditional "data container" to a strategic foundation for high-quality digital economic development, acting as a core engine to activate data value and cultivate new productive forces [2] - By the end of 2024, the total storage capacity in China is expected to reach 1580 EB, with advanced storage accounting for 28% [2] - Despite the growth, challenges remain, including underutilization of storage, shortcomings in core chips/software/media, and the need for improved synergy between storage and computing [2] Group 2: Infrastructure Development - The Ministry of Industry and Information Technology and other departments have issued a plan to develop a unified system of computing power, storage, and operational capacity, highlighting the importance of storage in national infrastructure [2] - Storage centers are being established in key locations such as Guangdong, Chongqing, Guizhou, and Langfang, which could serve as provincial backup disaster recovery centers or industry-specific data repositories [3] Group 3: Technological Advancements - The integration of AI and storage is reshaping the technological boundaries of data storage, with a significant shift from traditional mechanical hard drives to advanced storage media [3] - Currently, over 80% of data in China is still stored on mechanical hard drives, with the industry largely dominated by foreign companies [3] - The demand for "AI storage" is increasing, driven by the need for high-frequency read/write capabilities and efficient data management in AI training [4] Group 4: Efficiency and Collaboration - Enhancing storage technology can significantly improve training efficiency, potentially doubling the efficiency of computing clusters from 30% to 60% [5] - A robust storage infrastructure is essential for unlocking data value, requiring deep collaboration among policy, technology, and industry sectors [5]

Core Insights - The rapid growth of data in the AI era is highlighted, with global data expected to increase by 36% annually, surpassing 1 YB by 2030, marking the entry into the YB era [3][4] - In China, the annual data output reaches 41.06 ZB, but only 5.1% is effectively stored, indicating a significant opportunity for improvement in data utilization [4] - The establishment of data aggregation platforms is being promoted by national policies to transition data from fragmentation to centralization, enhancing the value of data elements [4] Group 1: Data Infrastructure Development - The concept of "storage power centers" is introduced as a new type of data infrastructure, focusing on comprehensive management of data through aggregation, governance, security, and application [4][5] - Huawei's Omni-Dataverse global file system facilitates efficient data flow across data centers and regions, ensuring data visibility and manageability [5] - The ModelEngine toolchain enhances data preprocessing efficiency and reduces model costs, accelerating AI application deployment [5] Group 2: Data Security and Governance - Huawei's storage centers implement a trusted data space with over 30 data control strategies and full-process logging to ensure secure and controllable data circulation [5] - The integration of end-to-end data enterprises within storage centers promotes a positive cycle from data collection to governance and application [5] Group 3: Strategic Goals for Data Utilization - The goal for China is to transition from a data powerhouse to a data stronghold by increasing the application of advanced flash storage across industries and encouraging innovation in new storage mediums [5] - There is a call for enhanced deployment of AI storage facilities and improved data disaster recovery coverage [5] - The official launch of the provincial advanced storage power center marks a new phase in data resource integration and value release, laying a foundation for market-oriented data element allocation [5]