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The Next Order of Magnitude: Storage for AI

San Tomas + Lafayette

Mon Sep 28 | 3:10pm

Abstract

AI is pushing storage toward a new order of magnitude. Demand is approaching effectively limitless scale, with annual industry opportunity potentially reaching tens of zettabytes per year, while supply, media availability, datacenter growth, and power infrastructure remain constrained. This talk explores what it will take to build storage for the AI era: not only more capacity, but more power, more sites, more mobility of load, and better integration with the communities that host this infrastructure. From bring-your-own-power models to renewed interest in nuclear energy, the path to yotta-scale storage will require the industry to rethink how storage growth, energy systems, and social acceptance fit together.