GMIF 2026: 140 trillion Token calls per day are changing SSD capabilities and division of labor

What happened

As of March this year, China's daily average Token call volume exceeded 140 trillion, and large-scale inference is driving SSDs to extend from capacity and persistent storage toward the compute side. Samsung demonstrated a Z-NAND architecture, placing model weights in Z-NAND and keeping KV Cache in DRAM; large North American internet companies have begun replacing some HDDs with high-capacity QLC SSDs. Data management is also shifting from fallback-style tiering to proactive tiering at the outset of system design and dynamic scheduling during operation.

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