IT之家 · 智能时代T2·68 pts
- Musk asserts robot memory demand will surpass all other sectors, countering market underestimation
- Counterpoint projects a 20x growth in humanoid robot DRAM demand to 172,000 TB by 2030
- Analysts estimate 720 PB annual memory demand if Optimus production hits 10 million units/year, favoring LPDDR vendors