Storage: The Unsung Hero of AI
If compute is how AI thinks, storage is how AI remembers. I want to start this post with a simple thank you – to the executive team at SanDisk for inviting me to deliver a keynote at their annual i3 Summit in Batu Kawan. Illuminate. Innovate. Ignite. The warmth of the welcome, the curiosity in the room, and the openness to explore that continued into dinner at the Ship Campus reminded me why I enjoy these sessions so much. Smart people. Open minds. Great conversations. We often talk about AI in terms of compute.Sometimes networks.Occasionally power. Storage rarely gets the spotlight. Even though STORAGE is ABSOLUTELY CENTRAL to AI. AI doesn’t just compute.AI ingests, remembers, retrieves, replays, and learns over time. That makes storage the system of record for intelligence itself:✅ Training data at massive scale✅ High-speed access for inference✅ Persistent memory across edge, cloud and device✅ Reliability as models move from experiment to production Without fast, scalable, and intelligent storage, AI is simply a momentary flash (pun intended). What makes Sandisk particularly interesting is the full spectrum they offer. On one end, they are one of the most recognisable consumer storage brands in the world – products that almost everyone here has used, trusted, and carried in their pockets. On the other, they are deeply embedded in emerging growth domains:✅ Data-intensive AI workloads✅ Edge and embedded systems✅ Automotive and industrial platforms✅ Devices that now think, not just store This intersection – consumer trust, industrial reliability, and AI-driven demand – is where real opportunity lies. As AI architectures evolve, storage is no longer background capacity. Storage is now strategic infrastructure. The opportunity is now for SanDisk to help shape how data is:✴️ Positioned✴️ Moved✴️ Preserved✴️ And ultimately turned into intelligence I appreciate the opportunity to share my perspectives with the team, and for the discussions with the leaders of the business – Matt, Masaaki, Prasad, BS, Rama, Shrikar, Mei and Lau – who came together from the US, China, India, and Japan. Thoroughly encouraged by the depth of engagement I encountered through the day. And the possibilities open. A BIG THANK YOU to Nirbhaya Pathak and his team for the invitation and hospitality, and the conversations that made this far more than just another keynote. The future of AI won’t just be about compute. It will be stored, accessed, and remembered. And in an AI world obsessed with speed and scale, it’s worth knowing that intelligence only endures if it has somewhere reliable to live.
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