金色财经
金色财经|Oct 01, 2026 03:00
[Micron Technology CEO: Beyond Data Centers, the Next Major Growth Market Will Be Physical AI] According to a report by Jinse Finance, on October 1, Micron Technology Chairman and CEO Sanjay Mehrotra stated during an earnings call that beyond data centers, the next major growth market will be Physical AI. Autonomous vehicles represent 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 for Level 4 and above autonomous vehicles typically exceeds 200GB, with storage capacity reaching several terabytes, which is an order of magnitude higher than today's Level 2+ and Level 3 semi-autonomous vehicles. Humanoid robots are also expected to have similar storage demands. Micron believes that with the dual growth in the number of devices and per-device storage content, Physical AI will become an extremely important driver of storage demand by the end of this century. (Jin10)
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