News list for "存储革命"

天风证券:AI存储革命已至 “以存代算”开启存储新纪元

天风证券研报指出,为突破算力瓶颈与“存储墙”制约,“以存代算”作为一种颠覆性技术范式应运而生。该技术通过将AI推理过程中的矢量数据(如KVCache)从昂贵的DRAM和HBM显存迁移至大容量、高性价比的SSD介质,实现存储层从内存向SSD的战略扩展,而非简单替代。其核心价值在于显著降低首Token时延、提升推理吞吐量,并大幅优化...

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2025-09-27 11:56:45
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