MU CEO predicts a multi-decade memory demand boom driven by humanoid robots, which require
MU CEO predicts a multi-decade memory demand boom driven by humanoid robots, which require ten times more memory than Level 2+ autonomous vehicles, with demand starting this decade. On-device AI and replacement cycles also support growth.
“Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots. "Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles." "And that demand wave is set to begin before the decade is out." Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth" Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.”Original post：X / @aleabitoreddit ↗