Illiquid(@illyquid):Micron and Kioxia both anticipate that the rise of physical and agentic AI will drive longer term demand for memory and storage. Citing Stanford, GS thinks one robot may generate 200x more data in a *year* compared to the full pretraining dataset used to train one of today’s most advanced LLMs.

Illiquid

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FundaAI. Also writes at Collyer Bridge.

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Illiquid@illyquid

2026.09.01 10:14

Micron and Kioxia both anticipate that the rise of physical and agentic AI will drive longer term demand for memory and storage. Citing Stanford, GS thinks one robot may generate 200x more data in a *year* compared to the full pretraining dataset used to train one of today’s most advanced LLMs.

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