Serenity: Humanoid Robots Drive the “Physical AI” Wave, Potentially Triggering a Multi-Decade Storage Demand Cycle

“White-Haired Stock God” Serenity posted on X, stating that Micron Technology’s CEO’s remarks today are highly noteworthy. He predicts that humanoid robots will drive a storage demand cycle lasting several decades. The memory requirements for humanoid robots could be approximately 10 times those of current L2+ autonomous vehicles, and this wave of demand is expected to begin before the end of this decade. Additionally, Micron’s CEO noted that the growing value of on-device AI—and the release of pent-up device upgrade demand—will drive future growth in the storage market. Although Apple’s Apple Intelligence has so far underperformed, innovations in localized AI and edge AI remain promising. Today, industry leaders—from TSMC’s chairman and Elon Musk to Micron’s CEO—are all identifying humanoid robots as the next major trend, suggesting that “physical AI” may represent the next phase of AI development.