华为、英伟达角逐AI数据平台，存储成AI竞争前沿

21世纪经济报道01-05

当下AI产业链上，存储是热度最高的环节之一。　　随着大模型训练与推理规模不断扩大，存储产品市场正在经历一轮显著的上行周期，价格上涨、供给趋紧成为行业共识。在这一现实约束下，如何通过更高效的数据组织、调度与利用，释放有限算力的潜力，正在成为新的竞争焦点。　　“现在核心痛点在于，很多数据没法被AI直接消费，这会导致AI很难真正快速落地。”近日，华为数据存储产品线副总裁谢黎明接受21世纪经济报道记者专访...

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Platform，AIDP），并在医疗等行业智能体应用进行落地。　　比如，2025年12月华西医院发布的“睿宾2”医疗智能体，背后就有华为AIDP的技术支持。据介绍，AIDP基于OceanStor A800存储构建，涵盖知识生成与检索、记忆萃取与召回、UCM推理加速三大核心技术，为医疗智能体落地提供支撑。　　随着AI从对话工具走向参与决策的智能体，数据存储正从容量与性能竞争，演进为平台与系统能力的竞争，而这也正在把存储推向AI产业竞争的前沿。　　AI驱动数据存储形态迭代　　在大模型能力快速跃迁之后，AI产业正进入一个新的阶段。模型生成能力已不再是核心问题，真正的挑战在于，AI能否稳定、低成本地参与真实业务流程。越来越多企业意识到，模型能力与AI落地之间，存在一条并不容易跨越的鸿沟。　　其中，如何更好的应用数据成为掣肘之一。谢黎明回顾道，过去二十多年，企业围绕数据构建了数据库、数据仓库、大数据平台乃至湖仓一体体系，但这些系统的核心设计目标，始终是服务人和传统应用程序。　　“以前的数据平台是给人看的，并非为智能体量身打造。”在他看来，随着AI尤其是智能体开始承担分析、决策和执行任务，数据访问范式正在发生根本变化。智能体并不是只“浏览数据”，而是“理解并使用数据”，而这对数据的形态、加工方式和供给效率提出了全新要求。　　谢黎明使用了一个形象的比喻：“你可以把原始数据理解成面粉。过去只需要把面粉存好、管好，但AI要做的是糕点。如果不先把面粉加工为面团，它是没法直接用的。”　　因此，谢黎明认为，数据存储的能力边界需要被重新定义。在智能体场景中，数据存储不仅要解决“能不能查到”数据的问题，还要解决“能不能用得好、用得起、持续用”，承担起更复杂的角色：将原始数据转化为AI机器可以直接使用的结构化知识，为推理提供连续上下文，并为智能体保留可调用的长期记忆。　　华为AIDP应运而生，这并非对既有数据存储或数据库产品的简单升级，而是平台层面的重新定义。而这一趋势，并非华为一家判断，已经成为业界共识。以英伟达为代表的国际厂商已陆续推出自身的AI数据平台产品，全球一些存储厂商、云厂商、数据库厂商也在不同维度孵化类似能力，试图解决AI落地的“最后一公里”。　　AIDP成AI落地关键一环　　如果说AI数据平台是一种产业趋势，那么华为AIDP的价值，体现在如何将这一趋势转化为可落地的系统工程。　　“我们在大量项目中发现，AI落地卡住，往往不是单点的问题，而是一整条链路的问题。”谢黎明总结了智能体落地面临共性瓶颈，包括数据能否被AI直接消费、复杂推理的效率和成本问题，以及智能体是否具备支撑长期任务执行的记忆能力。　　具体来看，首先是数据处理和推理效率。“现在很多真实场景是，文档很长、逻辑很复杂，但GPU的HBM容量有限。”谢黎明将其比喻为“人的脑容量有限”，一旦超出，就只能被迫拆分推理，结果不仅慢，而且容易断章取义。　　而华为AIDP的做法，是通过存储侧的分级缓存和调度机制，为推理扩展有效上下文能力，“相当于给推理搭建了外置缓存池。”他解释道。　　此外，智能体能否落地的一个关键点是记忆能力。谢黎明表示：“当前对话级记忆能力解决不了复杂任务，智能体必须有任务级记忆能力。”AIDP通过内置记忆库机制，将历史状态、执行路径和关键经验沉淀下来，并在后续推理中按需召回，为智能体提供连续性支撑。　　医疗场景为AIDP提供了一个高标准的验证样本。以华西医院的实践为例，面对长病历和复杂知识体系，传统方式下推理成本高、效率低。在华为AIDP的支持下，华西医院专家团队、华为、润达医疗、成都智算中心联合打造了“睿宾2”医疗智能体，为患者提供覆盖全病程的专业诊疗服务（医知Dr），同时为医生提供集文献助手、证据快搜、AI综述于一体的智研支持（论界Scholar），构建了可复制、可持续的“华西AI医疗平权模式”，打破医疗资源壁垒，推动医疗智慧下沉。　　随着AI产业从模型竞赛走向系统竞争，AIDP正在成为连接模型能力与行业应用的关键一环，向上连接模型与算力，向下对接真实行业数据，决定AI能否真正进入生产系统。尤其进入智能体时代，谁能率先把数据真正转化为可持续演进的能力，谁就更接近AI产业落地的核心位置。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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