A Chinese Large Model Unexpectedly Exposes the Route Dispute in the US AI Industry

The emergence of a Chinese large model has sparked a debate within the US AI industry about different technological routes. The competition highlights contrasting approaches to AI development. This incident has brought to the fore strategic differences among US tech companies.

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HBM Not Enough, AI SSD Poised for Explosive Growth

As large language model inference hits capacity and I/O walls, SSDs are moving from static storage into the real-time data path of inference, becoming a formal storage tier after HBM, VRAM, and DRAM. The industry is seeing two main routes: AI-load-enhanced enterprise SSDs and inference-participating SSDs that directly schedule data, with companies like Phison, Longsys, and the Maxio-Infplane alliance leading the charge.

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