SignalTech/AI
70% of computing power is idle, data development rate is 28.4%! Huawei Vice President Yuan Yuan: AI development must enhance storage support capacity
Huawei VP cites 70% idle computing power and 28.4% data development rate as catalysts for stronger AI storage support.
Context
What happened: At the 2026 Data Storage Industry Conference, Huawei Vice President Yuan Yuan said GPU scale does not equal effective computing power and that AI development needs stronger storage support for compute, data governance, and reuse.
Key numbers: Global storage industry expected to exceed $1.7 trillion by end of 2026.
Why it matters: The report says storage growth is shifting from capacity expansion toward enterprise SSD, AI data centers, and inference-oriented data infrastructure, with competition moving toward software-hardware coordination and data governance.
What changed
At the 2026 Data Storage Industry Conference, Huawei Vice President Yuan Yuan said GPU scale does not equal effective computing power and that AI development needs stronger storage support for compute, data governance, and reuse.
Why it matters
The report says storage growth is shifting from capacity expansion toward enterprise SSD, AI data centers, and inference-oriented data infrastructure, with competition moving toward software-hardware coordination and data governance.