Elon Musk says robot RAM needs will exceed everything else on Earth, and analyst Shay Boloor sees this as a potentially much bigger volume story for Micron and SK Hynix. Counterpoint Research projects humanoid robots will need 20 times more DRAM by 2030, with memory per robot rising to 39GB from 19GB today. Boloor estimates that Tesla producing 10 million Optimus robots a year would require about 720 petabytes of memory at 72GB per robot, and notes robots use low-power memory chips rather than high-bandwidth memory. Tesla targets first customer deliveries around the end of next year, and reaching 20,000 units a week at the Fremont line will take at least a year. A reported first order for about 5,000 Optimus units has not been confirmed by the company.
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TSLAElon Musksemiconductorsrobotics
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/27/2026 | 407.46 |
| Change that session | +4.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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