The Bottleneck for Scaling AI Lies in Storage

The most valuable information in this article is: The storage industry is shifting from an "undervalued supporting role" to a "strategic fortress" of AI infrastructure, yet most people's perception of this shift remains stuck on stock market fluctuations, ignoring changes in the underlying industrial architecture. Seagate's Yu Kang's interview reveals a key judgment—the bottleneck for large-scale AI implementation isn't computing power, but how data can be efficiently stored, accessed, and migrated.