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Wednesday

  1. Electronic Technology Application

    Musk rebuts Counterpoint's humanoid robot DRAM forecast, says robot memory demand will crush all other applications

    Musk said on X that Counterpoint Research's forecast for humanoid robot DRAM demand is "absurd analysis," and said robot RAM demand will surpass that of every other application on Earth. Counterpoint expects DRAM per unit to rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of about 20 times; analysts estimate that at an annual Optimus output of 10 million units and 72GB per unit, about 720PB of LPDDR would be needed per year.

    Musk said on X that Counterpoint Research's forecast for humanoid robot DRAM demand is "absurd analysis," and said robot RAM demand will surpass that of every other application on Earth. Counterpoint expects DRAM per unit to rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of about 20 times; analysts estimate that at an annual Optimus output of 10 million units and 72GB per unit, about 720PB of LPDDR would be

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  2. FactRelated story

    Rohan Paul proposes that robot memory demand will exceed everything else on Earth

    On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual output of 10 million Optimus units and 72GB per unit, about 720PB of LPDDR would be needed per year. Musk also stated that the robots use low-power DRAM rather than HBM. At present, this judgment remains Musk's personal statement, with no subsequent developments.

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    View story:Rohan Paul proposes that robot memory demand will exceed everything else on Earth

Tuesday

  1. MIT Tech Review

    AI adoption gaps across industries reveal lessons other sectors can learn

    The TripleTen survey shows that the tech industry leads in AI adoption, with finance close behind: 48% of finance professionals have been asked to use AI chatbots, and 32% have been asked to automate part of their workflows; healthcare stands at 18% and education at 25%. 79% of respondents have been asked to learn at least one new skill, but only 30% of managers consider judging whether AI output is right or wrong absolutely essential. Among employee-led AI innovations, 88% became standard company practice.

    The TripleTen survey shows that the tech industry leads in AI adoption, with finance close behind: 48% of finance professionals have been asked to use AI chatbots, and 32% have been asked to automate part of their workflows; healthcare stands at 18% and education at 25%. 79% of respondents have been asked to learn at least one new skill, but only 30% of managers consider judging whether AI output is right or wrong absolutely essential. Among employee-led AI innovations, 88% became standard compa

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Monday

  1. ScienceNet

    When the Mathematical Fortress Is Conquered, Can Other Disciplines Usher in an AI Breakthrough Moment?

    Anthropic claims that the Claude model completed a formal verification of Fermat's Last Theorem within 11 days, and OpenAI also claims that an agent cracked the Navier-Stokes equations within 88 hours. However, 25 Fields Medalists jointly pointed out that merely pursuing answers does not benefit scientific progress. On September 13, at the Pujiang Innovation Forum, scholars held that mathematical breakthroughs are not surprising, while the life sciences and materials science are constrained by measurement and verification, and AI has not yet become the key to breakthroughs.

    Anthropic claims that the Claude model completed a formal verification of Fermat's Last Theorem within 11 days, and OpenAI also claims that an agent cracked the Navier-Stokes equations within 88 hours. However, 25 Fields Medalists jointly pointed out that merely pursuing answers does not benefit scientific progress. On September 13, at the Pujiang Innovation Forum, scholars held that mathematical breakthroughs are not surprising, while the life sciences and materials science are constrained by m

    Matched fieldsTitle

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  1. Story2 reports · 1 facts

    Rohan Paul proposes that robot memory demand will exceed everything else on Earth

    On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual output of 10 million Optimus units and 72GB per unit, about 720PB of LPDDR would be needed per year. Musk also stated that the robots use low-power DRAM rather than HBM. At present, this judgment remains Musk's personal statement, with no subsequent developments.

    On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual outpu

    Matched fieldsTitle

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