Don't Expect Cheaper Memory Even If The AI Bubble Pops: Micron Says Each Humanoid Robot Would Need Over 200 GB Of DRAM And Multiple Terabytes Of NAND
Summary
Micron says cheaper memory shouldn't be expected even if the AI investment bubble pops, because emerging applications like humanoid robots will generate enormous storage demand — each robot needing over 200 GB of DRAM and multiple terabytes of NAND. The argument extends memory demand beyond AI datacenters into robotics, suggesting structural long-term support for chip demand.
Bubble analysis
This item is only tangentially related to the core bubble question of whether AI spending is running far ahead of revenue; it is about long-term sources of memory demand, not whether current AI investment is overheated. Micron extends the demand narrative from datacenters to humanoid robots, which is a forward-looking optimism but carries no concrete figures on AI investment scale or returns.
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