Search
On October 1, Sanjay Mehrotra, Chairman and CEO of Micron Technology, pointed out during an earnings call that, in addition to data centers, physical AI will become the next enormous incremental market. Autonomous vehicles represent the first significant application area for physical AI, with future expansion expected to include humanoid robots and other intelligent autonomous systems. Memory capacity in L4 and above autonomous vehicles typically exceeds 200GB, with storage capacity reaching multiple TBs, far surpassing that of current L2+ and L3 semi-autonomous vehicles. Humanoid robots are expected to have similar storage requirements. Micron anticipates that with the dual growth in the number of devices and per-device storage needs, physical AI will become a key driver of storage demand by the end of this century.
-
C114 Communication Network -
Communication Home
