12月16日,广发证券发表研究报告称:AI推理驱动存储需求激增,产业链迎数百EB级空间。存储是Tokens的积分,推理驱动AI存储快速增长。AI服务器中的存储主要包括HBM、DRAM、SSD等,呈现性能逐级下降、容量逐级增加、成本逐级降低特征。推理驱动AI存储快速增长。(一)内存受益于超长上下文和多模态推理需求,处理大量序列数据或多模态信息时,高带宽与大容量内存可降低访问延迟、提升并行效率。(二)...
Source Link12月16日,广发证券发表研究报告称:AI推理驱动存储需求激增,产业链迎数百EB级空间。存储是Tokens的积分,推理驱动AI存储快速增长。AI服务器中的存储主要包括HBM、DRAM、SSD等,呈现性能逐级下降、容量逐级增加、成本逐级降低特征。推理驱动AI存储快速增长。(一)内存受益于超长上下文和多模态推理需求,处理大量序列数据或多模态信息时,高带宽与大容量内存可降低访问延迟、提升并行效率。(二)...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.