Elon Musk says robot RAM demand will outpace everything else on Earth
As seen on the 24/7 Wall St. homepage on November 1, 2026.
Musk is putting humanoid robots at the top of the memory demand stack, a direct argument for DRAM makers already running tight on supply.
RT @elonmusk: @zephyr_z9 Silly analysis. Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical s…
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Musk pushed back against what he called a "silly analysis," arguing that humanoid robots will ultimately consume more memory than every other application on the planet combined. The logic he offered is physical: robots need to operate in the real world, and that spatial awareness requires enormous amounts of RAM running continuously.
The comment lands at a moment when DRAM supply is already running tight across the industry, repositioning humanoid robotics as a memory story with demand dwarfing even the AI data-center buildout that has already strained chip supply chains.
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The post was retweeted 821 times within its early window, a sign that the argument is spreading quickly through the investor and tech communities who watch Musk's statements for signals about where Tesla's Optimus program and other robotics ventures are heading.
The tweet is truncated in the original post, so the full argument Musk was making is not visible. What is clear is that he views current memory demand forecasts for robotics as seriously undercooked, and that view alone is enough to sharpen attention on DRAM makers already navigating constrained supply.