Counterpoint Research sees humanoid robot memory demand exploding this decade, but Elon Musk just cut memory on his own robot chips to hit production targets, and Micron investors are left wondering whether the 2030 forecast translates into revenue they can count on now.
After the servers of the AIA, will the robots swallow up the RAM? Several reports predict an excessive appetite, at the risk of fear of a crisis to extend. But the volumes envisaged invite to relativize. It would no longer be lacking that the robots put it. While the demand of the datacenters puts the