Musk Says Robot Memory Demand Will Exceed Any Other Field, Rebutting Netizens' Doubts About DRAM Demand
In response to netizens' doubts, Musk said that robots' demand for memory will be larger than anything else on Earth; as AI moves from processing information to the physical world, the memory consumption of carrier robots will crush that of all existing computing devices. Counterpoint forecasts that humanoid robot DRAM demand will grow 20-fold by 2030 from current levels to 172,000 TB, with memory per unit rising from 19 GB to 39 GB; analysts estimate that at 72 GB per unit and Tesla's annual production of 10 million Optimus units, about 720 PB of memory would be needed.
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Tesla CEO Elon Musk said that robots' demand for memory will be larger than that of anything else on Earth. This view could serve as a supporting factor for the market to become further bullish on the memory sector, benefiting the share prices of companies such as Micron and SK Hynix.
Research firm Counterpoint previously expected in a report that demand for DRAM from humanoid robots will grow 20-fold by 2030 compared with now, increasing from about 8,300TB to 172,000TB. The amount of memory equipped per robot will also double, from 19GB to 39GB (1TB=1000GB).
Subsequently, a netizen reposted this research and summarized it by saying that assuming annual production of humanoid robots is 550,000 units, total DRAM demand would be 21.5PB; even if annual production increased 20-fold, total DRAM demand would be only 430PB, while this year's DRAM output is about 48EB (1EB=1000PB, 1PB=1000TB).
Musk then responded to this remark, calling it absurd. He stressed that when artificial intelligence moves from processing information to the physical reality, carrier robots' consumption of memory will crush all existing computing devices on Earth.
Focus
Futurum Equities analyst Shay Boloor pointed out that assuming each robot is configured with 72GB of memory, Tesla's target of producing 10 million Optimus robots per year would require about 720PB of memory.
He also said that robots use low-power DRAM chips rather than high-bandwidth memory HBM, and that as artificial intelligence expands beyond data centers, chipmakers Micron and SK Hynix may see greater market opportunities.
Last month, Micron Technology CEO Sanjay Mehrotra also pointed out that by the end of this decade, physical artificial intelligence may become an important driver of memory and storage demand.
Humanoid robots need to process information from cameras, lidar, tactile sensors and other systems in real time, and in the future they may also be equipped with more advanced artificial intelligence models, all of which increase robots' demand for memory.
The market is currently questioning the outlook for the memory industry because of artificial intelligence demand, but forecasts from robot manufacturers and the memory field indicate that global demand for memory chips may remain high in the coming years.
(Source: Cailian Press) Mid-body embedded advertisement