[Micron Technology CEO: In addition to data centers, the next huge incremental market will be physical AI] On October 1, Sanjay Mehrotra, chairman and CEO of Micron Technology, said in an earnings call that in addition to data centers, the next huge incremental market will be physical AI (Physical AI). Self-driving cars are the first major deployment of physical AI, and we believe that over time it will expand to humanoid robots and other intelligent autonomous systems. L4 and above autonomous vehicles typically have memory capacities of over 200GB and storage capacities of multiple terabytes, which is many orders of magnitude higher than today’s L2+ and L3 semi-autonomous vehicles. Humanoid robots are expected to have similar storage needs. Micron believes that with the double growth of the number of devices and the storage content of single machines, physical AI will become an extremely important driver of storage demand by the end of this century.