Musk cuts Tesla AI5 chip memory to 72GB to pave way for Optimus mass production

Elon Musk said Tesla is halving AI5 chip memory to 72GB and cutting AI6 to a third of the original plan to enable Optimus mass production, with bandwidth remaining the real bottleneck. Earlier estimates suggest each humanoid robot needs 200GB of RAM, implying 2 trillion GB of demand for 10 billion robots versus only 45 billion GB of global annual DRAM output.

2026-10-01 ~ 2026-10-02 · 3 related posts

• 10B robots would need 2 trillion GB of RAM vs ~45B GB of annual global DRAM output — DirtyTesLa · 2026-10-01
• Musk: Tesla halved AI5 chip RAM to 72GB for Optimus scale, bandwidth matters more than capacity — elonmusk · 2026-10-02

1 near-duplicate retellings: PTrubey