Lates News

Micron Technology Chairman and CEO Sanjay Mehrotra said on the earnings call that beyond data centers, the next massive incremental market will be Physical AI. Autonomous vehicles are the first major deployment of Physical AI, and we believe that over time it will expand to humanoid robots and other intelligent autonomous systems. L4 and above autonomous vehicles typically have memory capacity exceeding 200GB and storage capacity reaching multiple TB, which is more than an order of magnitude higher than today's L2+ and L3 semi-autonomous vehicles. Humanoid robots are also expected to have similar storage requirements. Micron believes that with the dual growth of both the number of devices and per-unit storage content, Physical AI will become an extremely important driver of storage demand by the end of this decade.