Musk rejects analyst forecast on humanoid-robot memory demand
From the Robots digest for Oct 27, 2026
Sources India Today International Business Times 24/7 Wall St.
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. International Business Times carries the fuller quote layer the same day: humanoid robots' RAM needs "will exceed everything else on Earth." 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 — the 20-times-by-2030 demand projection carried the same day by 24/7 Wall St. — set against 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, and the new coverage still carries no per-robot figure from Musk 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.