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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