Article · AI translation
Thanks to IT Home reader 不一样的体验 for the tip!
IT Home reported on October 28 that Tesla CEO Elon Musk said on social platform X on October 27 that robots' demand for memory will exceed that of everything else on Earth, rejecting the market view that humanoid robots have little need for memory.
A Counterpoint analysis report said that by 2030, humanoid robots' DRAM demand will grow 20-fold to 172,000 TB, while memory capacity per robot will double to 39 GB.
Futurum Equities analyst Shay Boloor estimated that if Tesla produces 10 million Optimus humanoid robots a year, each equipped with 72 GB of memory, annual memory demand would be about 720 PB. He believes robots' use of LPDDR rather than HBM will create greater shipment opportunities for Micron and SK hynix.
Musk also said that superintelligence's computing needs will far exceed those of the robots themselves, but nearly 100% of superintelligence computing will ultimately take place in deep space.
IT Home noted that Micron CEO Sanjay Mehrotra also said last month that physical AI could become a significant driver of memory and storage demand around 2030.
Regarding the production schedule, Musk said on the company's recent third-quarter earnings call that the target for the first customer deliveries of Optimus robots is around the end of next year, while the Fremont production line will need at least another year to reach a capacity of 20,000 units per week.