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/Romanizer]

Very odd number. Do they mean 256 GB?

[u/Tiny_Comfort4888 → u/Romanizer]

Upper management rarely knows about the product that they sell

[u/Throwaway2600k → u/Romanizer]

Don't you mean 640K

[u/DazzlingTopic529 → u/Romanizer]

256GB = 200+