- Level 4+ autonomous vehicles require over 200GB of memory and multiple terabytes of storage.
- Humanoids have comparable memory and storage needs.
- Physical AI could become a significant driver of memory and storage demand by the end of this decade.
- Several physical AI customers are already sampling Micron's next-generation products.
- Reported EPS was $33.19 versus $31.41 expected, a 5.7% beat.
- Quarterly revenue was $54.2B, up 379.3% year over year.
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