Tianfeng Securities: The AI Storage Revolution Has Arrived, "Storage as Computation" Opens a New Era of Storage

智通財經
2025.09.27 10:50
天風證券研報指出，為突破算力瓶頸與 “存儲牆” 制約，“以存代算” 作為一種顛覆性技術範式應運而生。該技術通過將 AI 推理過程中的矢量數據從昂貴的 DRAM 和 HBM 顯存遷移至大容量、高性價比的 SSD 介質，實現存儲層從內存向 SSD 的戰略擴展，而非簡單替代。其核心價值在於顯著降低首 Token 時延、提升推理吞吐量，並大幅優化端到端的推理成本，為 AI 大規模落地提供可行路徑。AI 存儲革命已至，“以存代算” 催生核心機遇，顯著節省算力消耗加速 AI 推理，帶動 SSD 需求增速高於傳統曲線。
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