Elon Musk said robot RAM needs will exceed everything else on Earth because robots must sit on physical substrates to shape atoms, and superintelligence will need even more, with ~100% of its compute in deep space. Analyst Shay Boloor called this a potentially much bigger volume story for Micron and SK Hynix as AI expands beyond data centers. He estimated that if Tesla produced 10 million Optimus robots a year at 72GB each, it would need about 720 petabytes of memory. Counterpoint Research projects humanoid robots will need 20 times more DRAM by 2030, with memory per robot rising to 39GB from 19GB today. Tesla targets first customer deliveries around the end of next year, and a reported first large order of about 5,000 Optimus units has not been confirmed by the company.
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TSLAElon MuskMicronsemiconductors
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/26/2026 | 391.62 |
| Change that session | +5.21% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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