Tesla cuts Optimus AI6 chip memory to 144GB, a 33% reduction amid DRAM shortage
JOBhakdi · x · 2026-11-09
Tesla has reportedly cut the planned LPDDR6 memory for the AI6 chip in Optimus from 216GB to 144GB — a 33% reduction — to lower costs and secure supply for mass production.
The rationale: while more memory would be desirable, Elon Musk's team projects the DRAM shortage will persist deep into the 2030s and remain the central bottleneck for compute chips. For context, Micron CEO Sanjay Mehrotra said on the September 30 earnings call that L4+ autonomous vehicles typically need 200GB+ of memory, with humanoid robots expected to have comparable needs — making Tesla's 144GB design target notably aggressive (though Micron was citing industry expectations, not minimum requirements).
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