Musk rejects analyst forecast on humanoid-robot memory demand
From the Robots digest for Oct 27, 2026
What happened: In an October 27 piece, India Today reports that Elon Musk rejected a Counterpoint Research forecast on memory demand from humanoid robots — the headline framing is that after AI, "robots could take all your RAM," with Musk making the bold prediction that robots' memory appetite will be far larger than the analyst firm projects. India Today ties the claim to the rise of physical AI and the move of robots toward real-world applications.
What's genuinely new: It is the first named rebuttal, from the Tesla CEO himself, of Counterpoint's per-robot DRAM forecast — a forecast that has been circulating through the market- and component-analysis layers of this beat alongside Micron's much larger estimate of more than 200GB of DRAM per humanoid. Musk's intervention puts his company on the Micron side of a now-explicit divide, with no figure from Musk in the capture to score against either pole.
Watch: Whether Musk's memory claim acquires a concrete number in a transcript, filing or interview; more readouts from memory makers on per-robot DRAM sizing as humanoids move toward production; and, on the standing Optimus watches, the still-promised demonstration video and the late-2027 external-delivery target.
Sources India Today