Micron says physical AI could drive 'significant' demand for memory chips by the end of the decade.
But Micron's success may not be limited to the data center. In his opening remarks during the company's Q4 earnings call, CEO Sanjay Mehrotra pointed to the opportunity he sees inThe Society of Automotive Engineers ranks autonomous vehicles on a scale from 0 to 5, with level 0 providing no driver assistance and level 5 being totally self-driving.
As the technology advances toward fully autonomous capabilities, Mehrotra said the need for memory and storage will increase significantly.
"Autonomous vehicles are the first major deployment of physical AI, which we believe will expand over time to humanoid robots and other intelligent autonomous systems," he said during the call. "Memory content in level 4 and higher autonomous vehicles typically exceeds 200 gigabytes, while storage content reaches multiple terabytes, each more than an order of magnitude greater than in today's level two plus and level three semi-autonomous vehicles," Mehrotra explained.
"With the anticipated increase in both units and memory content, physical AI can become a significant driver of memory and storage demand by the end of this decade," Mehrotra said.
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