AIGC mass adoption drives AI Agent and inference demand. NVIDIA's BlueField-4 platform optimizes network architecture, expanding DDR5 memory pools and boosting high-performance SSD requirements to ensure model switching efficiency and maximize GPU ROI.

Key Highlights

• Shift to Inference: AIGC adoption refocuses resources on AI Agents, demanding stricter data transport efficiency.
• Platform Innovation: NVIDIA BlueField-4 optimizes networking for large-scale inference and cloud security.
• Memory Expansion: Supported by LPDDR5X, the platform offloads tasks, effectively expanding system memory pools.
• SSD Criticality: High-performance SSDs are essential for AI Agent long-term memory and model switching, maximizing GPU utilization.

Table of Contents

1. BlueField-4 to Facilitate High-Efficiency AI Inference/Agent Applications and Actuate Demand for SSD Establishment
2. AIGCs Unfold Mass Commercial Applications with Computing Resources Focused on AI Inference/Agent
   • Active Users of Each Brand
   • Ratio of Three Major Types of AI Data among New Cloud Storage Data Each Year
   • Operations of Agentic AI Hardware
3. NVIDIA Releases the BlueField-4 Platform for AI Inference/Agent
   • Projected Distribution of Training and Inference AI Servers
4. BlueField-4 Is Supported by LPDDR5X and Expands the Scale of DRAM Memory Pools
5. Broader Deployment of the BlueField-4 Platform Will Drive SSD Demand
   • Enterprise SSD Demand Forecast

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