AI and the Data Factory

When I first heard of the word “AI Factory”, the world was blaring Jensen Huang‘s keynote at NVIDIA GTC24. I thought those were cool words, since he mentioned about the raw material of water going into the factory to produce electricity. The analogy was spot on for the AI we are building.

As I engage with many DDN partners and end users in the region, week in, week out, the “AI Factory” word keeps popping into conversations. Yet, many still do not know how to go about building this “AI Factory”. They only know they need to buy GPUs, lots of them. These companies’ AI ambitions are unabated. And IDC predicts that worldwide spending on AI will double by 2028, and yet, the ROI (returns on investment) remains elusive.

At the ground level, based on many conversations so far, the common theme is, the steps to begin building the AI Factory are ambiguous and fuzzy to most. I like to share my views from a data storage point of view. Hence, my take on the Data Factory for AI.

Are you AI-ready?

We have to have a plan but before we take the first step, we must look at where we are standing at the present moment. We know that to train AI, the proverbial step is, we need lots of data. Deep Learning (DL) works with Large Language Models (LLMs), and Generative AI (GenAI), needs tons of data.

If the company knows where they are, they will know which phase is next. So, in the AI Maturity Model (I simplified the diagram below), where is your company now? Are you AI-ready?

Simplified AI Maturity Model

Get the Data Strategy Right

In his interview with CRN, MinIO’s CEO AB Periasamy quoted “For generative AI, they realized that buying more GPUs without a coherent data strategy meant GPUs are going to idle out”. I was struck by his wisdom about having a coherent data strategy because that is absolutely true. This is my starting point. Having the Right Data Strategy.

In the AI world, from a data storage guy, data is the fuel. Data is the raw material that Jensen alluded to, if it was obvious. We have heard this anecdotal quote many times before, even before the AI phenomenon took over. AI is data-driven. Data is vital for the ROI of AI projects. And thus, we must look from the point of the data to make the AI Factory successful.

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Accelerated Data Paths of High Performance Storage is the Cornerstone of building AI

It has been 2 months into my new role at DDN as a Solutions Architect. With many revolving doors around me, I have been trying to find the essence, the critical cog of the data infrastructure that supports the accelerated computing of the Nvidia GPU clusters. The more I read and engage, a pattern emerged. I found that cog in the supercharged data paths between the storage infrastructure systems and the GPU clusters. I will share more.

To set the context, let me start with a wonderful article I read in CIO.com back in July 2024. It was titled “Storage: The unsung hero of AI deployments“. It was music to my ears because as a long-time practitioner in the storage technology industry, it is time the storage industry gets its credit it deserves.

What is the data path?

To put it simply, a Data Path, from a storage context, is the communication route taken by the data bits between the compute system’s processing and program memory and the storage subsystem. The links and the established sessions can be within the system components such as the PCIe bus or external to the system through the shared networking infrastructure.

High speed accelerated data paths

In the world of accelerated computing such as AI and HPC, there are additional, more advanced technologies to create even faster delivery of the data bits. This is the accelerated data paths between the compute nodes and the storage subsystems. Following on, I share a few of these technologies that are lesser used in the enterprise storage segment.

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