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AI-Driven Storage Price Surge: Huawei Cloud’s Flexible Computing Breaks the Enterprise Cost Dilemma
发布时间:2026-01-12 15:02:20
The storage industry witnessed an epic price surge in 2025: the price growth of storage chips outperformed that of gold by a wide margin, skyrocketing 1,700,000% in the third quarter alone and registering a cumulative annual increase of up to 246%. Notably, 70% of this growth occurred within a mere 60 days, dwarfing the 110% rise in international spot gold prices over the same period. The core driver behind this "hardware inflation" is the explosive growth in AI computing power—tech giants including OpenAI and SoftBank have secured a monthly supply of 900,000 memory chips from Samsung and SK Hynix for years to come through their "Stargate" project, accounting for 40% of the total production capacity of the world’s top three memory manufacturers and directly triggering a supply shortage of DRAM and NAND flash memory.

Driven by scenarios such as AI agents, digital twins and AIGC, data storage has evolved from simply "storing data" to "storing knowledge and memory". Demand for all-flash storage and computational storage has surged exponentially, and enterprises’ reliance on distributed storage and enterprise-grade SSDs has risen at an exponential rate. However, traditional medium and large-sized enterprises are caught in a dilemma: high-quality storage media production capacity is monopolized by giants, purchasing physical memory at high prices means buying at the peak of the market, while continuing to use outdated equipment exposes enterprises to risks of core data insecurity and insufficient storage performance. As a result, the demand for upgrading storage virtualization and software-defined storage (SDS) has become extremely urgent.

While the industry is struggling with the soaring prices of storage hardware, Huawei Cloud has broken the deadlock with its flexible computing cutting-edge technology. It has broken the rigid 1:2ⁿ CPU-to-memory ratio rule of traditional cloud servers, and based on the Yaoguang Cloud Brain, it enables customized CPU-memory combinations such as 3:1 and 2:5. This allows enterprises to pay only for the resources they actually need, eliminating the waste of storage resources. Combined with the elastic scalability of Object Storage Service (OBS), enterprises no longer need to hoard overpriced hard disks, and can instead enjoy the flexible on-demand service mode of secure redundant storage, thus transferring the risk of storage price fluctuations to the cloud platform.
To address the pain points of traditional IT system migration, the Huawei Cloud Migration Center (MGC) leverages Artificial Intelligence for IT Operations (AIOps) to analyze business loads and accurately match cloud storage specifications, achieving dual benefits of a 30% comprehensive cost reduction and a 40% improvement in migration efficiency. This solution has been verified in practical applications: Shenzhou Special Vehicle has migrated all its business from self-built IDCs to Huawei Cloud, and Kingdee Group has built its core products on the Huawei Cloud infrastructure. Both enterprises have achieved business upgrades through hyper-converged infrastructure and storage-computing synergy capabilities.

With the implementation of the "Eastern Data and Western Computing" national strategy and the popularization of Storage as a Service (STaaS), Huawei Cloud, with its full-stack capabilities including edge storage, intelligent tiered storage and distributed databases, provides enterprises with an integrated solution ranging from data backup to mass storage. As the localization substitution of storage accelerates and cold storage and hybrid cloud storage become mainstream, choosing Huawei Cloud is not only an expedient measure to avoid supply chain risks, but also a strategic choice for enterprises to lay out data asset management in the AI era. Right now is the optimal time for enterprises to migrate to the cloud, lock in costs and seize the opportunities in the digital economy.