美光CEO预测，受人形机器人推动，内存需求将迎来数十年的增长周期，所需内存是当前L2+自动驾驶汽车的十倍，需求将在本十年末前开始。同时，设备端AI和更新换代需求也将推动内存增长。
美光CEO预测，受人形机器人推动，内存需求将迎来数十年的增长周期，所需内存是当前L2+自动驾驶汽车的十倍，需求将在本十年末前开始。同时，设备端AI和更新换代需求也将推动内存增长。
“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.”原帖：X / @aleabitoreddit ↗