What was reported
Coverage of this story continues to develop across the region, and the account below restates what was reported by the original publication without adding anything that was not already there.
Facebook X Reddit Flipboard Email 0 us Elon Musk RAM needs will everything else on as you need robots to be on substates in order to atoms. "Super intelligence needs will that, but ~100% SI will be deep space Obviously." Jacob Fox been in a global shortage for about a now, causing many systems and PC to drastically increase in price. then, it's very been a guessing game how it will all go on primary cause shortage has been demand AI data so naturally assumed that dies down production can match all will be well again. We worry that Tesla and SpaceX proclamation that RAM needs will everything else on Earth" will prevent But it's not something we should worry about for a very as even amount RAM robots use and we start producing way robots, they will still demand far less than AI data currently do. There's element flippancy to Musk's course, given he's that AI data centers will be housed in space and therefore robots will be guzzlers RAM on planet—this doesn't that robots will require RAM than AI. Latest FromPC Gamer Watch video here: In context Musk is replying to on X, it's clear he's they will demand a lot. Musk's comments a defence some Counterpoint that reportedly claims that by humanoid robots will demand 20x DRAM than they right now. P has shared a chart from Counterpoint lays out this increase in demand. Apparently, current Tb worth DRAM demanded by robot brains" will increase to 172,000 Tb by @zephyr_z9 Silly analysis. Robot RAM needs will everything else on as you need robots to be on substates in order to atoms. intelligence needs will that, but ~100% SI will be deep space Obviously.October 26, 2026 from obvious fear a Skynet worry here is that this is another thing that put severe strain on and keep price PC components There were already that supply will still fall short demand 2030 and even beyond, so adding a 20-fold increase in demand from humanoid robots mix can't well, right? (Image Ancient) Well, let's not be so hasty. current global DRAM is estimated to sit at about exabytes (EB). One is equal to 1,000,000 terabytes is equal to 8,000,000 terabits (Tb). is 320,000,000 Terabits. Get curated deals in your every week PC Gamer Circuit newsletter breaks down latest PC gaming and finds you deals on products So, Counterpoint predicts robots will demand 172,000 Tb DRAM by it's predicting that robots will demand about 0.05% current global DRAM That's a miniscule sliver AI currently and makers actually produce. By sliver will even smaller. So, I'd say data to space would pretty have to be for such humanoid robots to have any meaningful on shortage. ball is still firmly in AI bubble and how that all pans out. PC gaming 2026 1. gaming chair: Secretlab Evo 2. gaming desk: Secretlab Pro XL 3. gaming Razer BlackShark V3 gaming keyboard: Asus ROG Scope II 96 5. gaming mouse: Razer Viper Pro 6. PC controller: GameSir Pro 7. steering wheel: G Pro Racing Wheel microphone: Shure MV6 Gaming Microphone 9. webcam: Facecam MK.2 👉Check out guides👈 TOPICS Jacob Fox Hardware Jacob got his hands on a gaming PC for time he was about years old. He swiftly local PC repair store ripped him off his build and vowed never to another soul build his rig again. this vow, Jacob hardware was born. then, Jacob's led a as part-hardware geek, part-philosophy working as a Hardware for PCGamesN in 2020, working towards a PhD in Philosophy for a years while freelancing on side for such as TechRadar, Pocket-lint, and yours PC Gamer. Eventually, he gave ruthless mercenary life to world's #1 PC Gaming site It's definitely not ego thing, he us.
Readers following the wider topic will recognise several familiar threads here, and further updates are expected as more becomes known. Nothing above should be read as speculation beyond what the reporting itself supports.