TF Securities: The AI storage revolution has arrived, ushering in a new era of storage with "storage replacing computing"
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最新报道：According to a report from Bijie.com and Tianfeng Securities, "storage-based computing" has emerged as a disruptive technology paradigm to overcome computing bottlenecks and storage limitations. This technology strategically expands the storage layer from memory to SSDs by migrating vector data (such as KVCache) used in AI inference from expensive DRAM and HBM graphics memory to high-capacity, cost-effective SSDs, rather than simply replacing them. Its core value lies in significantly reducing first-to-token latency, increasing inference throughput, and significantly optimizing end-to-end inference costs, providing a viable path for large-scale AI deployment. The AI storage revolution has arrived, and "storage-based computing" is creating key opportunities, significantly reducing computing power and accelerating AI inference, driving SSD demand growth faster than the traditional curve.
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