Micron Technology CEO: The next huge incremental market will be physical AI
2026-10-01 10:36:05
CoinMeta US stock news: Micron Technology's chairman and CEO Sanjay Mehrotra stated during the financial report conference call that, in addition to data centers, the next huge growth market will be physical AI ( Physical AI ). He pointed out that autonomous vehicles represent the first major deployment of physical AI, and in the future, this will expand to humanoid robots and other intelligent autonomous systems. Autonomous vehicles at the L4 level and above typically have a memory capacity of over 200GB, with storage capacities reaching multiple TB. This is more than one order of magnitude higher than today's L2+ and L3 level semi-autonomous vehicles. Micron believes that with the dual growth in the number of devices and the storage capacity per device, by the end of this century, physical AI will become an important driving force for storage demand.
Source:Jin10 Data
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