$Tesla Motors(TSLA)$ $Micron T-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Tesla Motors(TSLA)$

$Micron Technology(MU)$

$Tesla Motors(TSLA)$

Elon Musk recently stated that Tesla had to cut the memory specifications on its upcoming robot chips because it was "the only way to get enough volume for Optimus production".

Key Comments on Micron and Memory

Cutting Optimus RAM: Musk explained that Tesla reduced memory on its chips (such as cutting the AI5 and AI6 chip memory allocations) to scale humanoid robot manufacturing. He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity.

Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth.

Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a "very significant allocation" of memory chips on "reasonable terms" amidst an industry-wide supply crunch and "insane" pricing.

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He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity.</p>\n<p>Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth.</p>\n<p>Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a \"very significant allocation\" of memory chips on \"reasonable terms\" amidst an industry-wide supply crunch and \"insane\" pricing.&nbsp;</p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/31a5557d7378bd5117b7db06e9c9e7ed\" tg-width=\"786\" tg-height=\"5238\"><img src=\"https://community-static.tradeup.com/news/226ee72115829f4e70a9f608676ce8c6\" tg-width=\"1008\" tg-height=\"823\"><img src=\"https://community-static.tradeup.com/news/1f3128f60431fcb71d311c7364e16b8d\" tg-width=\"1068\" tg-height=\"1213\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>$Tesla Motors(TSLA)$</p>\n<p>Elon Musk recently stated that Tesla had to cut the memory specifications on its upcoming robot chips because it was \"the only way to get enough volume for Optimus production\".</p>\n<p>Key Comments on Micron and Memory</p>\n<p>Cutting Optimus RAM: Musk explained that Tesla reduced memory on its chips (such as cutting the AI5 and AI6 chip memory allocations) to scale humanoid robot manufacturing. He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity.</p>\n<p>Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth.</p>\n<p>Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a \"very significant allocation\" of memory chips on \"reasonable terms\" amidst an industry-wide supply crunch and \"insane\" pricing.&nbsp;</p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/31a5557d7378bd5117b7db06e9c9e7ed\" tg-width=\"786\" tg-height=\"5238\"><img src=\"https://community-static.tradeup.com/news/226ee72115829f4e70a9f608676ce8c6\" tg-width=\"1008\" tg-height=\"823\"><img src=\"https://community-static.tradeup.com/news/1f3128f60431fcb71d311c7364e16b8d\" tg-width=\"1068\" tg-height=\"1213\"></body></html>","text":"$Tesla Motors(TSLA)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ Elon Musk recently stated that Tesla had to cut the memory specifications on its upcoming robot chips because it was \"the only way to get enough volume for Optimus production\". Key Comments on Micron and Memory Cutting Optimus RAM: Musk explained that Tesla reduced memory on its chips (such as cutting the AI5 and AI6 chip memory allocations) to scale humanoid robot manufacturing. He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity. Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth. Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a \"very significant allocation\" of memory chips on \"reasonable terms\" amidst an industry-wide supply crunch and \"insane\" pricing.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/615000585429224","repostId":0,"isVote":1,"tweetType":1,"viewCount":38,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":871,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615000585429224"}