数据存储创新演进
Search documents
华为,重要研判!
中国基金报· 2025-11-19 15:25
Core Viewpoint - The future of data storage is evolving towards a model that integrates "data storage" and "processors" to support AI development, emphasizing the importance of storage innovation in the AI era [2][10]. Summary by Relevant Sections Data Storage Innovation Aspects - **Extreme Performance**: AI's diverse workloads demand higher storage performance, necessitating new standards and dimensions, including greater bandwidth, ultra-high IOPS, and microsecond-level latency to ensure efficient data transfer to GPUs [5][6]. - **High Scalability**: Storage architecture must achieve both vertical and horizontal scalability, with EB-level horizontal expansion for efficient mass data storage and DPU-centric vertical expansion to overcome local storage capacity limits [6]. - **Data Weaving**: The release of data value begins with the aggregation and governance of massive data, requiring global visibility and management capabilities, exemplified by Huawei's Omni-Dataverse [6]. - **Data Resilience**: Building inherent security in storage systems is crucial, transitioning from passive responses to proactive defenses, as data resilience will be essential for adapting to AI advancements [6][8]. - **New Semantics**: Data storage is evolving from merely storing data to storing knowledge and memory, transforming into AI data platforms that enhance AI inference experiences and capabilities [7]. - **Sustainable Development**: AI-driven data assets require long-term retention, necessitating new storage mediums and systems for efficient and economical storage of "cold data" [8]. Strategic Positioning - The storage industry must elevate its strategic importance to provide robust support for AI development, contributing to China's goal of becoming an "AI powerhouse" [10]. Current Industry Landscape - China's storage capacity has reached 1680 EB, indicating a developing industry with a nearly complete domestic supply chain, showcasing potential to lead the global IT industry [12]. Collaborative Future - Huawei aims to collaborate with various stakeholders to accelerate storage innovation and create a healthy industrial ecosystem, addressing new challenges in the AI era and seizing opportunities in the global storage market [12].