周跃峰认为，AI时代，数据存储将不再是传统意义的存储，而是需要发挥"记忆"和"以存强算"的作用， 与处理器深度协同，构建"数据存储+处理器"的体系，共同塑造具备自我学习与思考能力的AI大脑。因 此，必须全面提升存储产业的战略地位，为AI发展提供更强支撑，助力我国迈向"AI强国"。 回顾产业发展历程，周跃峰指出，20余年来，在产业界的共同努力下，我国存力规模已达1680EB，存 储产业体系初具规模。从整机、软件、操作系统、存储介质到芯片，存储产业链持续健康发展，整体国 产化程度显著提升，在多个环节具备引领全球IT产业发展的潜力。"目前来看，HDD机械硬盘作为当前 温数据的主流存储介质，却是存储领域唯一尚未实现国产化的一环，因此，新型温数据存储创新将成为 破题关键。" 在AI和数字经济加速发展的背景下，全球正步入"数据洪流奔涌"的时代，数据规模呈爆发式增长，对存 储与处理能力的需求由线性走向指数级攀升，IT架构也正在从"以算力为中心"向"以数据、以存储为中 心"迁移，数据存储能力被普遍视为数字经济的关键底座。 周跃峰表示，智能始于数据。AI时代下，数据从记录载体加速转变为信息与知识，直接赋能于AI训练 与推理，推 ...

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].

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]

Core Insights - The 2025 Data Storage Industry Conference was held in Guangzhou, focusing on enhancing China's competitiveness in the global data storage market [2][3] - The global data storage market has exceeded 2.6 trillion yuan, highlighting the need for China to strengthen industry collaboration and establish a self-reliant standard system [2] Group 1: Industry Developments - China Electronics Standardization Association hosted the conference, with the China Electronics Standardization Association Data Storage Professional Committee responsible for its execution [2] - The Future Storage working group was officially established to draft AI storage series group standards, aiming to leverage advantages in AI storage [2] Group 2: Strategic Initiatives - The working group will focus on "AI data semantics" to develop storage architecture, interface protocols, and performance evaluation standards for large model training [2] - The first key topic will be "AI inference storage acceleration," targeting breakthroughs in KV Cache optimization and storage-computing network collaboration [2] Group 3: Leadership and Vision - Zhongke Shuguang was appointed as the chair of the professional committee, emphasizing the importance of policy guidance, demand-driven approaches, ecosystem thinking, and standards as a key focus [3] - The goal is to transition from "adapting and following" to "defining architecture," thereby enhancing China's international influence in the storage industry [3]

⑦ 21:30 美国8月贸易帐，10月新屋开工、营建许可； ⑧ 23:00：美联储理事米兰谈论银行监管； ⑨ 23:30 美国能源信息署（EIA）发布政府版原油库存周报； ⑩ 次日01:45 美国里士满联储主席Barkin（2027年FOMC票委）谈论经济前景； ⑪ 次日03:00 美联储发布FOMC货币政策会议的纪要，美国纽约联储主席威廉姆斯致欢迎词； 【提醒：日内请重点关注（以下均为北京时间）】① 07:50 日本9月核心机械订单，10月进出口和商品 贸易帐； ② 08:55 美国达拉斯联储主席Lorie Logan讲话； ③ 时间待定 日本财务省将拍卖8000亿日元的20年期国债，2025数据存储产业大会； ④ 15:00 英国10月CPI； ⑤ 18:00 欧元区10月CPI终值； ⑥ 美股盘前 Bullish等发布业绩报告； ⑫ 美股盘后 英伟达等发布业绩报告； ...

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Group 1: Industry Insights - The 2025 Data Storage Industry Conference will be held in Guangzhou, focusing on the theme "Building a New Ecosystem for Storage, Creating a New Future for AI" [1] - The conference will release a series of forward-looking and practical industry results, discussing key topics such as cross-domain collaboration and technology integration [1] - The global data storage market exceeds 26 trillion yuan, highlighting the importance of enhancing China's industry competitiveness and building advanced data storage capabilities for digital economic development [1] Group 2: Technological Developments - Magnetoelectric storage technology is expected to be a focal point of the conference due to its high speed, low power consumption, and non-volatility [1] - Huawei updated its progress on new magnetoelectric storage technology at the 2025 Global Connectivity Conference, aiming to overcome storage bottlenecks in AI computing and improve overall system efficiency [1] - Digital China released the Shenzhou KunTai AI high-performance distributed storage solution, which combines Huawei's storage technology to meet the high capacity and I/O demands of the AI era, creating a differentiated competitive advantage [2] Group 3: Company Strategies - STMicroelectronics has made early investments in magnetoelectric coupling technology, possessing technical reserves and patents, and is expected to become a new medium for enterprise-level storage [1] - STMicroelectronics is the only joint innovation partner of Huawei in the field of magnetoelectric storage [1]

证券日报网讯朗科科技11月13日在互动平台回答投资者提问时表示，公司暂未开发存算一体主控芯片。 公司围绕韶关数据中心集群建设积极布局业务，全资子公司韶关乳源朗坤科技有限公司已顺利开展服务 器销售业务，目前已签订小批量订单并实现部分交付。当前子公司正持续推进市场拓展与客户对接工 作，若后续订单进展达到信息披露标准，公司将严格按照法律法规及时履行披露义务。 （文章来源：证券日报） ...

本报讯 （记者贾丽）11月11日，在2025年植物表型组学国际研讨会上，崖州湾国家实验室与华为技术有限公司（以下简 称"华为"）共同发布面向农业育种领域的智能基座"繁|未来农业智能枢纽"。通过构建多地多中心的统一数据平台，实现多模态 种业数据的标准化归集，以AI提升育种效率，加速我国农业科研领域的AI行业化落地进程。 "繁|未来农业智能枢纽"，是由崖州湾国家实验室在华为AI数据湖解决方案支撑下开发的AI全链条技术体系，包含育种智能 体、种业数据集、工具集及软硬件基础设施。其通过汇聚全国多源头农业数据，建立覆盖基因组学、表型组学、环境组学的标 准化数据集，并结合数据加工、应用编排、模型工程等工具集，打造出行业专属的育种智能体。智能体可完成数据关联筛选、 自动化编排分析、建模验证、智能决策，以高效寻找优秀的育种路线。 华为数据存储产品线副总裁袁远指出，AI时代是数据的黄金时代，科研行业正面临数据量大、数据复杂以及一系列数据工 程与模型工程难题。通过AI数据湖建设，将为企业高效供给高质量AI语料、加速模型构建。为此，华为AI数据湖解决方案应运 而生。比如，大模型的一站式开发和快速上线方面，基于华为AI工具链Mode ...