Elon Musk Predicts Massive DRAM Demand Growth Driven by Humanoid Robots
Elon Musk has signaled a significant future demand surge for dynamic random-access memory (DRAM), stating that the requirements for humanoid robots will eventually exceed all other global demands. This sentiment follows remarks regarding Tesla's Optimus robot, which utilizes substantial memory capacities on its AI chips. The comments contributed to a temporary boost in Micron Technology (MU) shares. Industry analysts and research firms support this long-term growth thesis. Counterpoint Research suggests humanoid DRAM demand could increase 21x between 2026 and 2030, while Goldman Sachs has significantly raised its humanoid sales forecasts for 2035. Micron CEO Sanjay Mehrotra also noted that 'physical AI' is poised to become a major driver of memory and storage demand as autonomous systems require vastly higher capacities than current consumer electronics.
Topics: DRAM demand Elon Musk Humanoid Robots Memory Shortage
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Part of the story Elon Musk's Comments on Humanoid Robot Memory Demand Boost Micron Technology Shares (2 articles)