As AI applications expand, the competitive focus of the storage industry is changing. On November 10, the reporter learned that Huawei's new storage system is about to begin trial commercial use, which marks that the technology has moved from laboratory verification to the stage of joint verification in real customer scenarios. Two weeks ago, Fujifilm just announced that it will continue to invest and expand production capacity in the data storage tape business from 2026 to 2028. This is also the first time in nearly 20 years that Fujifilm has expanded tape production capacity on a large scale. What is behind the frequent increases in technology giants is the change in storage requirements brought about by AI infrastructure construction. As big model training, inference, and enterprise applications continue to generate new data, data center storage requirements are extending from satisfying high-speed reading and writing during computation to long-term data storage and management.

As AI applications expand, the competitive focus of the storage industry is changing. On November 10, the reporter learned that Huawei's new storage system is about to begin trial commercial use, which marks that the technology has moved from laboratory verification to the stage of joint verification in real customer scenarios. Two weeks ago, Fujifilm just announced that it will continue to invest and expand production capacity in the data storage tape business from 2026 to 2028. This is also the first time in nearly 20 years that Fujifilm has expanded tape production capacity on a large scale. Behind the frequent increases in technology giants are changes in storage requirements brought about by AI infrastructure construction. As big model training, inference, and enterprise applications continue to generate new data, data center storage requirements are extending from satisfying high-speed reading and writing during computation to long-term data storage and management.