Micron Technology CEO: Beyond data centers, the next massive incremental market will be physical AI.

BlockBeats news, October 1st, Micron Technology Chairman and CEO Sanjay Mehrotra stated 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 level and above autonomous vehicles typically have memory capacities exceeding 200GB and storage capacities reaching multiple TBs, which is more than an order of magnitude higher than today's L2+ and L3 level semi-autonomous vehicles. Humanoid robots are also expected to have similar storage requirements. Micron believes that with the dual growth in the number of devices and per-unit storage content, by the end of this decade, Physical AI will become an extremely important driver of storage demand.