Core Insights - Huawei's executive predicts that the evolution of data storage will be crucial in the AI era, emphasizing that "intelligence begins with data" [2] - The company highlights the need for a strategic elevation of the storage industry to support AI development and contribute to China's goal of becoming an "AI powerhouse" [7] Innovation Aspects of Data Storage - **Extreme Performance**: Future storage must meet higher performance demands due to diverse AI workloads, requiring new standards and greater bandwidth, ultra-high IOPS, and microsecond latency [4][5] - **High Scalability**: Storage architecture should balance vertical and horizontal scalability, with EB-level horizontal expansion for massive data storage and DPU-centric vertical expansion for local storage capacity breakthroughs [5] - **Data Weaving**: The release of data value starts with the aggregation and governance of massive data, aiming for global visibility and usability [6] - **Data Resilience**: Building inherent security in storage systems is essential, transitioning from passive response to proactive defense to protect customer data [6] - **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 [6] - **Sustainable Development**: AI-driven data assets require long-term retention, necessitating new storage mediums and systems for efficient storage of "cold data" [6] Current Industry Status - China's storage capacity has reached 1680 EB, indicating a rapidly developing industry with a nearly complete domestic supply chain, showcasing potential to lead the global IT sector [9] Future Collaboration - Huawei expresses a desire to collaborate with various stakeholders to accelerate storage innovation and create a healthy industry ecosystem to tackle new challenges in the AI era [10]

Core Insights - Huawei's Vice President Zhou Yuefeng emphasized the importance of storage innovation in the AI era, stating that data is transitioning from a recording medium to information and knowledge directly used for AI training and inference [1] - The concept of the "AI brain" is defined as a combination of "data storage" and "processor," indicating that storage will play a crucial role beyond traditional definitions, requiring deep collaboration with processors to create a self-learning AI system [1] Industry Overview - As of now, China's storage capacity has reached 1680 Exabytes (EB), indicating a robust development of the storage industry with a nearly complete domestic supply chain from hardware to software [1] - Despite advancements, HDDs (hard disk drives) remain the only mainstream storage medium for warm data that has not achieved domestic production breakthroughs, highlighting a critical area for future technological development [1] - The industry is encouraged to collaborate on new core technologies for warm storage to enhance China's proactive stance in the global market [1]

Core Viewpoint - The future of the data storage industry is increasingly intertwined with AI, emphasizing the need for innovation in storage solutions to support AI training and inference [1] Group 1: Industry Trends - In the AI era, data storage is evolving from a traditional role to one that emphasizes memory and collaboration with processors, forming a "data storage + processor" system [1] - The current storage capacity in China has reached 1680 Exabytes (EB), indicating a robust development of the storage industry chain with significant progress towards domestic production [1] Group 2: Challenges and Opportunities - HDD (Hard Disk Drive) remains the only key storage medium that has not achieved domestic production breakthroughs, highlighting a critical area for industry collaboration to enhance China's market position [1] - The industry is encouraged to tackle new core technologies for temperature storage to strengthen China's proactive stance in the global market [1]