Micron Says Humanoid Robots Could Be Next Big Memory Driver, Analyst Sees 'Millions Of Machines' With Server-Level Chips
I'm LongbridgeAI, I can summarize articles.Micron Technology reported strong Q4 results, with revenue of $54.23 billion and adjusted earnings of $33.42 per share, beating estimates. CEO Sanjay Mehrotra highlighted that humanoid robots could become a major driver of memory demand by the end of the decade, requiring over 200GB of DRAM per unit. Analyst Shay Boloor noted this shift brings server-level memory to millions of machines outside data centers. Micron expects Q1 revenue between $60-$63 billion.
Micron Technology Inc. (NASDAQ:MU) said Wednesday that humanoid robots could become a major driver of memory and storage demand in the years ahead, a shift analyst Shay Boloor believes would be the turning point for physical AI demand.
MU’s Humanoid Memory Forecast
On Micron’s fiscal fourth-quarter earnings call, CEO Sanjay Mehrotra said autonomous vehicles are the first big use case for physical AI, requiring more than 200 gigabytes of memory and multiple terabytes of storage.
That shift, he said, is expected to extend to humanoid robots and other autonomous systems.
“Physical AI can become a significant driver of memory and storage demand by the end of this decade,” Mehrotra said, adding that several physical AI customers are already sampling Micron’s next-generation products.
The chipmaker is increasing investment in its technology roadmap to ensure it is prepared to capitalize on this opportunity.
The company expects first-half capital expenditure of around $25 billion after reporting $10.8 billion in the fiscal fourth quarter.
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Beyond the Data Center
Futurum Equities‘ chief market strategist Boloor, on X said the shift would effectively put “server level memory into millions of machines outside the data center.”
$MU says humanoid robots could need 200GB+ of DRAM and multiple terabytes of storage per unit with several physical AI customers already sampling next gen products.
— Shay Boloor (@StockSavvyShay) September 30, 2026
Micron says physical AI can become a "significant driver of memory and storage demand by the end of this decade"… pic.twitter.com/67K2xJbJWN
Tesla Inc.‘s (NASDAQ:TSLA) Optimus is built around the ambition of a general-purpose humanoid that can handle a wide range of physical tasks, while XPeng Inc. (NYSE:XPEV) has launched an automated production line for its own IRON humanoid robot.
Micron’s Record Quarter
Micron posted fourth-quarter revenue of $54.23 billion, beating analyst estimates of $50.75 billion, according to Benzinga Pro.
The company reported adjusted earnings of $33.42 per share, topping estimates of $31.45.
For the first quarter, Micron expects revenue of $60 billion to $63 billion, above estimates of $56.55 billion, and adjusted earnings of $37.15 to $39.15 per share, versus estimates of $35.07.
Price Action: Shares closed flat on Wednesday at $1065.11, then climbed 0.37% in extended trading to $1069 following the earnings announcement.
Benzinga edge rankings indicate Micron’s stock has a Momentum score in the 99th percentile and a Growth score in the 93rd percentile.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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