Serenity: Humanoid Robots Drive the 'Physical AI' Wave, Potentially Triggering a Decades-Long Storage Demand Cycle

CoinFeed June 25 news, 'White-Haired Stock God' Serenity posted on X that Micron Technology's CEO made a statement today that is very noteworthy. He expects humanoid robots to drive a storage demand cycle lasting decades. The memory scale required for humanoid robots may be about 10 times that of current L2+ autonomous driving vehicles, and this demand wave is expected to begin before the end of this decade. Additionally, Micron's CEO mentioned that with the increasing value of on-device AI and the release of pent-up device upgrade demand, the storage market will be driven to grow. Although Apple's Apple Intelligence currently has unsatisfactory performance, there may still be innovative breakthroughs in the areas of localized AI and edge AI.