Elon Musk's robot-memory claim meets its first number: ~0.04% of 2026 DRAM output
From the Robots digest for Oct 29, 2026
Thread: robots — Tesla Optimus: production starts, on-brand hype gap · continuing
What happened: Yahoo Finance coverage of the humanoid-robot memory debate reports that Elon Musk dismissed an estimate that humanoid robots will use about 0.04% of 2026's DRAM output, saying robot memory needs "will exceed everything else on Earth" — with the article weighing what that would mean for memory-chip maker Micron.
What's genuinely new: the first stated size of the gap between the two sides of the dispute — the analyst estimate that Musk rejects quantified at roughly 0.04% of 2026 DRAM output, against Musk's claim that robots will need more memory than everything else on Earth, with Micron's >200GB-per-humanoid bull case reading as the potential beneficiary if Musk is right.
Watch: a concrete Musk-side figure in a transcript or filing, the estimate being restated in Counterpoint Research's own robot-memory work, and whether chipmakers start quantifying humanoid demand in their guidance.
Sources Yahoo Finance