GMIF2026 : AI INFERENCE POWERS THE TOKEN FACTORY AND DRIVES SYSTEM - LEVEL RETHINKING OF MEMORY & STORAGE

What happened: The 5th GMIF Innovation Summit (GMIF2026) concluded in Shenzhen, themed "The Future Built on AI Memory and Storage," co-hosted by the Shenzhen Memory Industry Association and Peking University's School of Integrated Circuits. Key numbers: Morgan Stanley projected more than half of cloud data center capex to go to memory and storage (excluding HBM) by 2027. Why it matters: Speakers framed AI inference as shifting memory and storage to the center of AI infrastructure, with NAND and SSDs described as strategic components and the evaluation framework moving from TCO to TVO.

The 5th GMIF Innovation Summit (GMIF2026) concluded in Shenzhen, themed "The Future Built on AI Memory and Storage," co-hosted by the Shenzhen Memory Industry Association and Peking University's School of Integrated Circuits.

Speakers framed AI inference as shifting memory and storage to the center of AI infrastructure, with NAND and SSDs described as strategic components and the evaluation framework moving from TCO to TVO.