TF Securities: The AI Storage Revolution Has Arrived, "Storage Instead of Computing" Ushers in a New Era of Storage

Jinse Finance reported that a research report by Tianfeng Securities pointed out that in order to break through the bottleneck of computing power and the constraints of the "storage wall," "storage instead of computation" has emerged as a disruptive technological paradigm. This technology migrates vector data (such as KVCache) used in AI inference from expensive DRAM and HBM memory to large-capacity, cost-effective SSD media, achieving a strategic expansion of the storage layer from memory to SSDs, rather than a simple replacement. Its core value lies in significantly reducing the first token latency, improving inference throughput, and greatly optimizing end-to-end inference costs, providing a feasible path for large-scale AI deployment. The AI storage revolution has arrived, and "storage instead of computation" is creating core opportunities, significantly saving computing power consumption, accelerating AI inference, and driving SSD demand growth to surpass traditional curves.