Musk Claims Robot RAM Demand Will Exceed Everything Else

Counterpoint forecasts humanoid robot DRAM demand to grow 20x by 2030, though one estimate puts it at just 0.04% of 2026 supply; Musk countered that robot RAM demand will eventually exceed everything else, with superintelligence compute moving to deep space.

2026-10-26 ~ 2026-10-27 · 2 related posts

• Humanoid robots' DRAM demand may 20x, but it's still just 0.04% of 2026 supply — zephyr_z9 · 2026-10-26
• Musk: robot RAM demand will dwarf everything else, and 100% of superintelligence compute goes to deep space — elonmusk · 2026-10-27