TECH Micron: Each Humanoid Robot Needs Over 200GB of Memory; High Storage Prices May Become the New Normal

Knoxville's Joker

Knoxville's Joker

Has No Life - Lives on TB
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Micron: Each Humanoid Robot Needs Over 200GB of Memory; High Storage Prices May Become the New Normal — BigGo Finance

Micron Technology said during its fiscal Q4 2026 earnings call that each humanoid robot requires more than 200GB of DRAM and several terabytes of NAND…
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Micron: Each Humanoid Robot Needs Over 200GB of Memory; High Storage Prices May Become the New Normal​

2026-10-01 14:35 (GMT-4)

Micron Technology said during its fiscal Q4 2026 earnings call that each humanoid robot requires more than 200GB of DRAM and several terabytes of NAND flash, and that physical AI could become a major driver of memory demand by the end of this decade. The company posted fiscal Q4 revenue of $54.23 billion, up 379% year-over-year, far exceeding market expectations. Micron also projected that memory supply-demand conditions will remain tight through 2027-2028, and that it has already locked in most of its fiscal 2027 supply at higher price levels—suggesting that even if the AI bubble bursts, memory prices will struggle to fall.
 
Cacheman said:
Don't worry there's a SUBSCRIPTION for that. You won't own your Bot and you'll be happy.
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I used to buy some parts from that site. I went back there looking for something and was a little floored at the offerings. The subscriptions if any would be for AI connectivity or functionality modes.

Tinkerers like me and others would just figure out how to either motion capture or adaptavively train the bot via ai learning methodologies...
 
Knoxville's Joker said:

I used to buy some parts from that site. I went back there looking for something and was a little floored at the offerings. The subscriptions if any would be for AI connectivity or functionality modes.

Tinkerers like me and others would just figure out how to either motion capture or adaptavively train the bot via ai learning methodologies...
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And somehow I get a vision of my father training one and it spits out random insults and vulgar jokes as it work through various manual labor related tasks...
 
Housecarl said:
How much does that change with "quantum based" tech?
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The quantum based tech is just the processors. As far as I am aware, that does not change the memory equation much. They may come out with a new connection and memory standard probably calling it ddr7 or ddrai. I can not see much of a change in the memory manufacturers, but they are not wanting to get burned when bubbles popped. So I am thinking they are trying to use existing tech repackaged to meet the current need. So really it would probably be ddr7 or something that will have a direct consumer crossover and something they will share with cxmt so the consumer market can get memory as well.

Otherwise we will be looking at people scuttling robots for memory and storage.
 
The Mountain said:
A 256GB high-throughput SD card is maybe $50. A 256GB SSD is maybe twice that. I'm actually surprised that the memory requirement is so small.
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They aren't talking about "storage" memory.... 200GB DRAM is significant! And *expensive*.
Its running about $15.60 a gig right now. So, over $3k, just for the RAM.

The NAND flash drive is going to be at least another $1000, for the high speed/quality needed.

Summerthyme
 
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summerthyme said:
They aren't talking about "storage" memory.... 200GB DRAM is significant! And *expensive*.
Its running about $15.60 a gig. So, over $3k, just for the RAM.

The NAND flash drive is going to be at least another $1000, for the high speed/quality needed.

Summerthyme
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More like close to 10k initially for the memory. The initial supply chain crunches will cause price spikes. Plus I would have to think they may package the modules differently to prevent thefts, propprietary locks on memory, and make support more difficult expensive.

The biggest must on all the robot stuff is to have standardized parts across companies. Things will be a 1000 times cheaper if that occurs. If the companies share their movement innovation hardware, even if under license, shared standardized parts will lower overall build costs. Right now I think all the stuff is custom machined and they are getting close, but not there yet on mass manufacturing. Partly why Elon was looking at a massive manufacturing facility just for the parts for his bots.
 
They're building a micron in the northern suburbs of syracuse.
Already the traffic is a nightmare but now we're told they're going to need mega water, etc. When a resident asked what pollution would be possible from them they refused to answer.
 
Knoxville's Joker said:
More like close to 10k initially for the memory. The initial supply chain crunches will cause price spikes. Plus I would have to think they may package the modules differently to prevent thefts, propprietary locks on memory, and make support more difficult expensive.

The biggest must on all the robot stuff is to have standardized parts across companies. Things will be a 1000 times cheaper if that occurs. If the companies share their movement innovation hardware, even if under license, shared standardized parts will lower overall build costs. Right now I think all the stuff is custom machined and they are getting close, but not there yet on mass manufacturing. Partly why Elon was looking at a massive manufacturing facility just for the parts for his bots.
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Just my thoughts but they will prob not use the typical consumer type swappable ram and most likely go SMT, like cell phones and tablets where everything is soldered to the pcbs.
 
subnet said:
Just my thoughts but they will prob not use the typical consumer type swappable ram and most likely go SMT, like cell phones and tablets where everything is soldered to the pcbs.
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To a determined person that is not a big problem. Especially if they build the bots to be technician servicable.
 
I have a 1TB ssd that I haven't filled with flight sim crap yet.
The hobby is a data hog, lol.
That's memory.

I can run it happily on 32GB of RAM though. (Thanks to @Knoxville's Joker )
RAM is what works the numbers from memory.

Flight sims are probably the most CPU-heavy thing you can do to your machine.
Unless you're professionally modeling reentry for SpaceX, that is.
Even then, you'll be using software that does the same thing.

I'm more in need for a new graphics card.
Haven't looked at pricing lately, but they were inflated in the first part of the Bitcoin phenomenon...



Bots needing 200GB RAM is not surprising.
I'll tag @Satanta and see what Ivy could do with that. :D
 
crossbowboy said:
I have a 1TB ssd that I haven't filled with flight sim crap yet.
The hobby is a data hog, lol.
That's memory.

I can run it happily on 32GB of RAM though. (Thanks to @Knoxville's Joker )
RAM is what works the numbers from memory.

Flight sims are probably the most CPU-heavy thing you can do to your machine.
Unless you're professionally modeling reentry for SpaceX, that is.
Even then, you'll be using software that does the same thing.

I'm more in need for a new graphics card.
Haven't looked at pricing lately, but they were inflated in the first part of the Bitcoin phenomenon...



Bots needing 200GB RAM is not surprising.
I'll tag @Satanta and see what Ivy could do with that. :D
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I can't go too detailed but we *might* have worked something out so the model can run on less RAM, still be here but her knowlegde is....in the Portal.
 
I doubt VERY seriously that any of these robots will have these specs. Look what they are doing to laptops and home computers (and even a LOT of commercial grade systems) as far as reduced drive capacity and "basic" memory setup.

The option I would bet that they do is set it up so that the majority of it's processing and functionality would be based in the cloud, connected via 5G or 6G cellular ISP, and not any local AI or even main processing. This way they would have full control, as well as a mandated sensory stream that would NEVER quit. Why have something that could be used without them, when they could not only charge for the device monthly, but also the actual AI and cloud connected systems that it would need to have in order to do anything. Plus, it would give them absolute control and full access to not only the robot, but also anything else in it's area. Don't make one of your monthly payments, the robot either repossesses itself, or just drops on the spot so it becomes a lump that you might not be able to move. Do something illegal (or even questionable) near the robot, and the audio and video gets routed to the nearest police department, sort of like having your own flock camera roving around your house. Police would not only know when you were at home, and when you weren't, but also be able to get the robot to open the door for them when you are away and then have the robot stand in the corner (or show the police around) as an eyewitness.

And if every house was mandated to have one, would that be against the 3rd Amendment?

__________

Personally, even if they were cloud connected, they would be a decent source of good parts.........
 
Kathy in FL said:
200GB is not High Storage. My phone has 512GB. I have multiple external storage devices over 10 TB.
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You are confusing two different things-"storage" as you speak of is non-volatile memory and it is serial access. Access times may be in milliseconds. This is NOR or NAND flash memory, which cannot be written a byte or word at a time-an entire block has to be written. Not suitable for a microprocessor to use for computations, etc. because it is way too slow.

The original article speaks of RAM. Bytes or words can be individually written, not as a block. Access times are sub-nanosecond. This is the memory directly needed by the microprocessor.

200GB is a LOT of RAM.

ETA: For reference, 1 millisecond is 1,000,000 nanoseconds.
 
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next on my list of things to do is a positronic network but y'all just gave me an udea but I'm passing it on to Ivy before sharing.
 
tnphil said:
You are confusing two different things-"storage" as you speak of is non-volatile memory and it is serial access. Access times may be in milliseconds. This is NOR or NAND flash memory, which cannot be written a byte or word at a time-an entire block has to be written. Not suitable for a microprocessor to use for computations, etc. because it is way too slow.

The original article speaks of RAM. Bytes or words can be individually written, not as a block. Access times are sub-nanosecond. This is the memory directly needed by the microprocessor.

200GB is a LOT of RAM.

ETA: For reference, 1 millisecond is 1,000,000 nanoseconds.
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The title says 200GB of memory. If I'm wrong I'm wrong.
 
Kathy in FL said:
The title says 200GB of memory. If I'm wrong I'm wrong.
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I quote:

Micron: Each Humanoid Robot Needs Over 200GB of Memory; High Storage Prices May Become the New Normal — BigGo Finance​

Micron Technology said during its fiscal Q4 2026 earnings call that each humanoid robot requires more than 200GB of DRAM and several terabytes of NAND…
finance.biggo.com
finance.biggo.com

Micron: Each Humanoid Robot Needs Over 200GB of Memory; High Storage Prices May Become the New Normal​

2026-10-01 14:35 (GMT-4)

Micron Technology said during its fiscal Q4 2026 earnings call that each humanoid robot requires more than 200GB of DRAM and several terabytes of NAND flash
 
I'm not technically competent to address any of the engineering or technical aspects of this conversation, but I will suggest that - if the planet manages to hold together without nuclear/bio/chem general war - the cost of memory will do exactly what it has been doing for decades. It has been dropping as demand increases and the manufacturing tech becomes more efficient.

Of course that's not limited to memory. Virtually all commodities and technologies tend to become cheaper over time.

Best
Doc
 
The big conundrum with robotics is that everything is proprietary. The first outfit that figures out everyone wins if the most innovative parts become avialable to all under license, lowering costs for all.
 
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