Micron's Biggest Long-Term Growth Catalyst Has Nothing to Do With AI Data Centers

Micron CEO Sanjay Mehrotra believes humanoid robots represent a larger long-term growth opportunity than AI data centers. Humanoid robots will require 10 times more memory than advanced vehicles, and Barclays projects the humanoid robot market could exceed $200 billion within 10 years. This anticipated demand could drive a sustained multidecade memory chip cycle starting in the latter part of the decade, positioning Micron as a critical supplier to this emerging industry.