Investment Rating - The report maintains an "Overweight" rating for the computer industry [1] Core Insights - The emergence of AI inference necessitates a new storage architecture centered around GPU directly connected to SSD, which will replace the CPU-dominated era [9][14] - The shift from CPU-centric to GPU-centric architecture will drive significant changes in database software design, optimizing for GPU's data processing capabilities [18][19] - The industry is witnessing accelerated advancements in both hardware and software, with notable collaborations and innovations aimed at enhancing performance for AI workloads [22][24] Summary by Sections AI Inference Era and New Storage Architecture - AI inference requires different I/O demands compared to training, with a focus on small data blocks and high concurrency, leading to the need for a new storage architecture [9][10] - The traditional CPU-centric data loading architecture is becoming a bottleneck for AI workloads, necessitating a shift to GPU as the primary controller for data access [11][14] Changes in Database Architecture - The transition to GPU-centric architecture will require a complete redesign of database software, with GPU taking on the role of the main computing unit [18][19] - Key components such as storage engines and query execution engines will need to be restructured to optimize for GPU capabilities and direct SSD connections [19][21] Industry Progress - Hardware advancements include the development of High Bandwidth Flash (HBF) technology, which is expected to play a crucial role in the future of AI storage solutions [22] - Collaborations between companies like SanDisk and SK Hynix aim to standardize HBF technology, with initial products expected by 2027 [22] - Software improvements are being made to enhance data orchestration and performance, such as Hammerspace's advancements in metadata reading and Cloudian HyperStore's object storage capabilities [24] Investment Recommendations - The report suggests that as AI inference grows, the importance of GPU will increase, leading to new opportunities in the database industry as software architectures adapt to these changes [25][26]