Micron Technology CEO says physical AI will become an important growth driver for storage demand
BIBIBI
AT A GLANCE
Micron Technology CEO says that physical AI is expected to become an important driver of storage demand by the end of this century.
Article
Micron Technology CEO: Beyond data centers, the next huge incremental market will be physical AI BlockBeats reports that October 1, Micron Technology Chairman and CEO Sanjay Mehrotra said on the earnings call that, beyond data centers, the next huge incremental market will be physical AI（Physical AI). Autonomous driving cars are the first major deployment of physical AI and, over time, we believe it will expand to humanoid robots and other intelligent autonomous systems.
L4-and-above autonomous driving cars typically have more than 200GB of memory capacity, with storage capacity reaching multiple TB, more than an order of magnitude higher than today’s L2+ and L3 semi-autonomous driving cars. Humanoid robots are also expected to have similar storage requirements. Micron believes that, driven by the dual growth in the number of devices and storage content per device, physical AI will become an extremely important driver of storage demand by the end of this century.
Original link https://m.theblockbeats.info/flash/369863
Key points
01
Micron Technology Chairman and CEO Sanjay Mehrotra said on the earnings call that, beyond data centers, the next huge incremental market will be physical AI。
02
Sanjay Mehrotra said that autonomous driving cars are the first major deployment of physical AI and are expected to expand to humanoid robots and other intelligent autonomous systems.
03
The original text says that L4-and-above autonomous driving cars typically have more than 200GB of memory capacity, with storage capacity reaching multiple TB。
04
The original text says that the above capacity is more than an order of magnitude higher than that of current L2+ and L3 semi-autonomous driving cars.
05
The original text says that humanoid robots are also expected to have similar storage requirements.
06
Micron believes that, as the number of devices and storage content per device grow, physical AI will become an important driver of storage demand by the end of this century.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
physical AI refers to intelligent systems that can perceive, make decisions, and act in the real world. Micron management believes that higher-level autonomous driving cars and humanoid robots require more memory and storage; if the number of such devices increases, they may create new demand for storage chips.
Why it matters to readers
This statement indicates that, beyond data centers, autonomous driving and humanoid robots may become new growth areas for storage demand. However, the original text primarily presents Micron management’s long-term market assessment.
Beginners can monitor indicators: the actual deployment volume of physical AI devices, and the memory and storage capacity configured in each device. Whether both continue to grow will affect whether the related demand expectations are realized.
Risks and unknowns
The content concerning physical AI, humanoid robots, and storage demand by the end of this century constitutes a forecast and has not yet been validated by results in the original text.
The original text did not provide physical AI related order, shipment volume, or revenue data.
The original text did not explain the data sources or statistical scope underlying “multiple TB” and “more than one order of magnitude.”
The original text did not specify the exact capacity of the similar storage requirements for humanoid robots.
Related Developments
Loading event timeline…
Related concepts
physical AI
This term is not in the glossary yet. Browse related concepts in the glossary.
