Micron says physical AI will become a key driver for storage demand

Micron Technology Chairman and CEO Sanjay Mehrotra stated during the earnings call that, in addition to data centers, the next massive incremental market will be Physical AI. Autonomous vehicles are the first significant deployment of Physical AI, and we believe that over time, it will expand to humanoid robots and other intelligent autonomous systems. Memory capacity in L4 or higher autonomous vehicles typically exceeds 200GB, with storage capacity reaching several TBs, which is 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 in device quantity and single-unit storage capacity, Physical AI will become an extremely important driver for storage demand by the end of this century.