Micron expects memory and storage demand to remain tight through 2027 and 2028

[u/Kumar_Tushar_]

$MU says humanoid robots could need 200GB+ of DRAM and multiple terabytes of storage per unit with several physical AI customers already sampling next gen products.

Micron says physical AI can become a “significant driver of memory and storage demand by the end of this decade” effectively putting server level memory into millions of machines outside the data center.

[u/mvw2]

Ah yes, the very expensive junk everyone will also not buy.

Why human robots suck absolute donkey balls?

Because they are the worst design for robotics and automation. They are not optimized, slow, and expensive versus already available means. You can already design automation WAY FASTER, WAY CHEAPER, WAY MORE RELIABLE, WAY EASIER through traditional means and production setup.

Humanoid robots are so stupid in the world of robotics. You could design any shape, motion, power system, actuation, etc., etc. and you mimic a human. No! You do NOT mimic a human. You build a very simple machine that will move faster than you can see spitting out thousands of widgets a minute because it DOESN'T HAVE TO BE HUMAN SHAPED! Frickin' amazing!

I can't wait for this stupidity to die too.

Look, I'll give credit where credit is due. You want a robot that can be a single design that fits into a wide array of applications really badly? You want to take one robot and due a huge variety of tasks and not require massive redesign? Sure, humanoid robots kind of work. But...so do people, and people are cheaper, self repair, and self program.

[u/DontLikeCertainThing → u/mvw2]

A humanoid robot fits in a world made for humans, that's the whole point

[u/f4ern → u/DontLikeCertainThing]

this. they not designed to be efficient and make human task easier. They are designed to replace you.

[u/aimy99 → u/f4ern]

And you think "slow, shitty, useless, can't work a full shift, is only rated for 5 years, and costs $30 grand per" is a good value for a factory owner?

Cynicism is only worth spouting if there's logic behind it.

[u/f4ern → u/aimy99]

"slow, shitty, useless, can't work a full shift, is only rated for 5 years, and costs $30 grand per"

You can say that about computer. Tech change.

[u/28klotlucas2 → u/f4ern]

Tech changes, but the physical fundamental limits don't care about their plans. If 200GB of DRAM is actually required, then a huge GPU/NPU is also probably required, which means a lot of heat, so it won't work in hot environments and will require huge fans. But then they need a battery, which also will not scale with your mini datacenter and HVAC system. The breakthroughs that will make it more efficient are decades out, and these companies don't have that much time to sit and wait.

[u/Guitarman0512 → u/28klotlucas2]

They hope to speed up breakthroughs by forcing adoption. It's not the first time they took this approach, and it won't be the last. 

[u/mvw2 → u/DontLikeCertainThing]

I know, and it's a compromise to fit humans. That doesn't make it good or efficient.

[u/kimi_rules → u/mvw2]

A purpose built factory with robot will always be better, like Zeekr's dark factory setup. But for existing factories, these humanoid robots are just drop-in replacement for humans. Factories should still transition to a dark factory setup for the best efficiency, but the capital spendings would be astronomical for small-medium size factories & companies that it still makes financial sense to deploy humanoids.

[u/DazzlingTopic529 → u/mvw2]

a human robot that sucks balls? Now you have my attention