Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk predicted that robots will drive more memory demand than everything else on Earth, a view analyst Shay Boloor sees as a potential volume story for Micron Technology Inc. (NASDAQ:MU) and SK Hynix Inc. (NASDAQ:SKHY).
Robot RAM Demand Will Dwarf Everything Else
In a post on X on Monday, Musk said that robot RAM needs “will exceed everything else on Earth” because robots must be on physical substrates to shape atoms.
Superintelligence needs will “vastly exceed that,” he added, but about “100% of SI (super intelligence) will be deep space compute.”
Silly analysis.
Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms.
Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
— Elon Musk (@elonmusk) October 26, 2026
Counterpoint Research projects humanoid robots will need 20 times more dynamic random-access memory by 2030, with memory per robot more than doubling to 39GB from 19GB today.
Read Also:Stock Market: Will S&P 500 Open Up or Down Today?
Micron, SK Hynix in Focus
In response to Musk, Futurum Equities’ Boloor said that Tesla producing 10 million Optimus robots a year would require about 720 petabytes of memory at 72GB per robot.
He noted that robots use low-power memory chips rather than high-bandwidth memory and the opportunity could become a “much bigger volume story” chipmakers Micron and SK Hynix as AI expands beyond data centers.
Elon Musk says “robot RAM needs will exceed everything else on Earth” and believes superintelligence will eventually drive even more demand through deep space compute.
To put that into perspective $TSLA producing 10M Optimus robots a year would require ~720 petabytes of memory… pic.twitter.com/RNXSqLd8nv
— Shay Boloor (@StockSavvyShay) October 26, 2026
Last month, Micron CEO Sanjay Mehrotra said that “physical AI can become a significant driver of memory and storage demand by the end of this decade.”
Optimus Timeline Remains Early
On the third-quarter earnings call last week, he said first customer deliveries are targeted around the end of next year, and reaching 20,000 units a week at the Fremont line will take at least a year.
The company has reportedly placed a first large-scale order for about 5,000 Optimus units, which it hasn’t confirmed.
Price Action: Tesla’s stock climbed 5.21% to close at $391.62 on Monday and rose 0.41%in extended trading.
Benzinga Edge rankings indicate Tesla’s stock has a Growth score in the 21st percentile and a Quality score in the 48th percentile.