Musk is convinced that the memory requirements of robots will outstrip those of other sectors. As artificial intelligence transitions from merely processing information to actively engaging with the physical world, robots—as the primary conduits for this interaction—will necessitate significantly more memory than current computing devices. He highlighted that robots are likely to utilize low-power DRAM chips instead of high-bandwidth memory (HBM). With artificial intelligence venturing beyond the confines of data centers, chip manufacturers like Micron and SK Hynix are poised to encounter even more substantial market opportunities.
