Musk Says Robots Will Consume More Memory Than All Computing Devices on Earth Combined

Musk said robots would use more memory than all computing devices on Earth combined, as Meta expanded AI work with Nvidia and Taiwan Semiconductor Manufacturing Co. (TSMC) weighed a CoWoS packaging price increase.

Musk also said robots would use low-power DRAM chips instead of high-bandwidth memory (HBM).

Meta announced an expanded collaboration with Nvidia on Muse models. The expanded collaboration also includes Nvidia’s OpenShell Reference Architecture for AI-agent security; Meta plans to expand Vera Rubin cluster deployment.

TSMC was considering a 10% to 20% increase in prices for its CoWoS advanced packaging services. Demand has spread beyond GPUs to server CPUs and custom AI chips, tightening capacity and creating the possibility of higher costs for chip designers.

The Bank of Korea warned that South Korean semiconductor exports could fall $50 billion to $100 billion below its earlier forecast in 2027 if U.S. technology companies slow investment in AI infrastructure.