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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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Rohan Paul proposes that robot memory demand will exceed everything else on Earth
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Oct 28
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East Money
Musk: Robot memory demand will exceed that of everything else on Earth, using low-power DRAM rather than HBM
In response to netizens, Musk stated that robots' demand for memory will be larger than that of everything else on Earth, and that robots use low-power DRAM chips rather than HBM. Counterpoint expects humanoid robot DRAM demand to grow 20-fold by 2030, from about 8,300 TB to 172,000 TB, with per-unit memory doubling from 19 GB to 39 GB. Tesla Optimus has begun mass production at its Fremont, California factory, with a 2026 minimum shipment guidance of 10,000 to 20,000 units.
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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.
Oct 27
East Money
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.
Wallstreetcn
Musk Rejects Humanoid Robot Memory Demand Forecast: Calls It Absurd, Says Robot RAM Demand Will Exceed Everything Else on Earth
Musk rejected Counterpoint Research's forecast that humanoid robot DRAM demand will surge 20-fold by 2030, calling it an "absurd analysis" and asserting that robot RAM demand will exceed everything else on Earth, while the computing power demand of superintelligence will far exceed that of robots. Micron Technology has already listed humanoid robots as a core memory demand source for "physical AI devices," alongside autonomous vehicles, and said its existing HBM and high-capacity memory product lines can cover the related demand.
Rohan Paul
Musk says robot RAM demand will exceed everything else on Earth
Rohan Paul, citing Musk, said that robot RAM demand will exceed all other demand on Earth, because robots need to take physical form in order to shape atoms. He further pointed out that humanoid robots purchase memory on a per-unit basis, so the memory consumed annually by one planned Tesla factory could be equivalent to the usage of millions of top-tier data center GPUs.
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