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

Jin10 data reported on September 27 that a research report from Tianfeng Securities pointed out that to break through the Computing Power bottleneck and “storage wall” constraints, “using storage instead of computing” has emerged as a disruptive technological paradigm. This technology strategically expands the storage layer from memory to SSD, rather than simply replacing it, by migrating vector data (such as KVCache) from expensive DRAM and HBM video memory to large-capacity, cost-effective SSD media during the AI inference process. Its core value lies in significantly dropping the first Token latency, increasing inference throughput, and greatly optimizing end-to-end inference costs, providing a feasible path for large-scale AI implementation. The AI storage revolution has arrived, and “using storage instead of computing” has spawned core opportunities, significantly saving Computing Power consumption to accelerate AI inference, driving SSD demand growth to exceed traditional curves.