Nvidia聯手SK hynix打造10倍快AI專用SSD

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Nvidia 與 SK hynix 合作研發 AI 專用 SSD，速度有望提升十倍

韓國記憶體大廠 SK hynix 正加深與 Nvidia 的合作，聯手開發一款專為 AI 推理工作負載優化的高性能固態硬碟（SSD）。這次合作是兩家公司在為 Nvidia AI GPU 提供高頻寬記憶體（HBM）以外的延伸，積極進軍 NAND 閃存儲存技術的創新領域。

在最近一次會議上，SK hynix 副總裁 Kim Cheon-seong 宣布，他們正與 Nvidia 合作開發一款 SSD，性能有望提升十倍。據韓國媒體《朝鮮日報》報導，Kim 表示這款新 SSD 預計能達到傳統企業級 SSD 十倍的效能。

雙方將這個新概念項目分別以兩個代號稱呼：Nvidia 端稱為 Storage Next，SK hynix 則稱為 AI-NP（AI NAND Performance）。目前該項目仍處於概念驗證階段，目標是在 2026 年底前完成原型機。

SK hynix 計劃讓這款新一代 AI SSD 達到每秒 1 億次輸入輸出操作（IOPS），遠超現有企業級 SSD 的吞吐量。若成功，將代表一項架構上的重大突破，有效縮短 AI 基礎設施中記憶體與存儲之間的性能差距。

這項研發的動力源自現時 AI 工作負載中存在的數據存取瓶頸。大型推理模型需要不斷讀取龐大的模型參數，傳統的 HBM 或 DRAM 技術難以在規模上高效支持。Storage Next 的願景是，利用 NAND 閃存及先進控制器技術，打造一層類似記憶體的儲存層，專門為 AI 運算設計，而非一般用途的存儲。

這項合作也可能對市場產生連鎖反應。隨著雲端與 AI 服務需求急增，NAND 供應鏈已經承受壓力，專用的 AI SSD 可能進一步加劇 NAND 的供需緊張。業界觀察人士甚至擔憂，若這類高性能 NAND 方案普及於主流 AI 應用，可能會出現類似 DRAM 的供應短缺危機。

雙方都致力於突破當前 AI 基礎設施中吞吐量及能效的瓶頸。透過整合更先進的 NAND 及控制器架構，SK hynix 與 Nvidia 正在讓閃存存儲成為機器學習工作負載中更積極的運算角色，這是傳統記憶體無法經濟實現的。

—

我的觀點與評論：

Nvidia 與 SK hynix 這次合作開發的 AI 專用 SSD，從技術層面來看，是一個相當具突破性的嘗試。過去我們一直認為 SSD 主要是存儲設備，速度雖快但始終受限於存取延遲與 IOPS，無法與記憶體媲美。若能將 SSD 的性能提升至接近記憶體等級的水平，將大幅改變 AI 訓練和推理的硬體架構，甚至可能催生全新的 AI 基礎設施設計。

這種「存儲即運算」的概念，讓閃存不僅是數據的容器，更能直接參與計算，理論上能大幅減少數據移動的時間和能耗，對 AI 模型的推理效率提升有重大幫助。這種架構的變革，對於龐大模型和超大規模數據的處理，具有顛覆性意義。

然而，這項技術的商業化和量產仍面臨不少挑戰。首先是 NAND 閃存的耐久性和延遲問題，如何在保持高性能的同時保障使用壽命，是技術突破的關鍵。其次是整個供應鏈的壓力，AI 市場對高性能存儲需求激增，可能會讓 NAND 和 DRAM 市場再度面臨供應緊張，價格波動也可能加劇。

從市場策略角度看，SK hynix 與 Nvidia 的合作不僅是技術聯手，更是搶佔 AI 基礎設施核心部件的先機。隨著 AI 應用日益普及，誰能掌握高效能存儲技術，誰就有機會在未來 AI 硬體生態中占據優勢。

總結來說，這項計劃不僅是硬體性能的提升，更代表著 AI 基礎設施架構的潛在革命。值得業界密切關注其技術進展與市場反應，因為它可能重新定義未來 AI 運算的硬體邊界。

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