Summary of Huawei's AI Inference Breakthroughs and Storage Innovations Industry and Company Involved - The document focuses on **Huawei** and its advancements in the **AI inference** field, particularly in the context of **storage technology** and its implications for the **financial sector** [1][2][4]. Core Points and Arguments - Huawei has introduced a **fully flash storage server** that utilizes **SSD** and **NAND** technology to enhance operational efficiency in the financial sector, aiming to reduce reliance on **HBM** (High Bandwidth Memory) while complementing it [1][2][3]. - The concept of **"storage instead of computing"** (以存代算) is highlighted as a trend in the industry, with companies like **Kioxia** and **Micron** also pursuing similar technologies to enhance AI model inference by moving vector data from **DRAM** to **SSD** [1][6]. - Huawei's innovations in **SSD storage** include the **DOB (Die on Board)** stacking packaging technology, which allows for ultra-high density and capacity hard drives, with a projected single disk capacity of nearly **256TB** by **2025** [1][7]. - The self-developed **HiSilicon** SSD controller chips, **Hi 1,812** and **Hi 1,822**, are crucial for managing data read/write processes, improving long-term read/write speeds, and extending hard drive lifespan, which is vital for AI development [1][7]. Additional Important Content - The development of AI necessitates higher data storage requirements, with **SSD** being essential due to its ability to retain data integrity after power loss, making it a critical component of AI systems [4][8][9]. - The **"storage instead of computing"** approach enhances AI model inference by pre-storing intermediate computation results on SSDs, thus reducing real-time computation demands and improving system memory capabilities [5][12]. - Huawei's position in the storage industry is significant, as it not only develops its technology but also promotes it through agents like **Tianyuan Dike** and **Jinhua Wei** [10]. - Key technologies and companies to watch in the hardware space include **ACG controller chips** and high-density SSD control chips, with companies like **Hongrida** benefiting from cooling solutions for these technologies [11]. Future Directions - The future of storage technology is moving towards **"storage instead of computing,"** emphasizing memory capabilities to enhance computational efficiency, a direction that is being pursued globally by various enterprises [12][13].