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"Robot RAM needs will exceed everything else on Earth"
Humanoid robots buy memory per body, so one planned Tesla factory could absorb as much memory each year as millions of top data-center GPUs. https://t.co/LVNbQbW4Ax
@zephyr_z9 Silly analysis.
Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms.
Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
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Interesting
So they are assuming annual production of 550k humanoids and total DRAM demand of 21.5 PB
Even if annual production was 20X (11M), total DRAM demand will be 430 PB or 0.43 EB
DRAM production in 2026 will be around 48EB
So, 21.5PB is around 0.04% of 2026 DRAM production
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