Elon Musk thanked Micron during Tesla's earnings call, highlighting AI memory as a growing bottleneck as it ramps up Optimus and AI chips.
Musk publicly thanked Micron for HBM allocation during Tesla's earnings, signaling memory pricing as critical for custom AI chips and Terafab. HBM supply becomes the next AI bottleneck; securing advanced memory is as strategic as chip design for infrastructure scaling.
Tesla Inc.
(NASDAQ:TSLA) investors expected Elon Musk to discuss Robotaxis, Optimus and artificial intelligence during the company's second-quarter earnings call.
Few likely expected the CEO to pause and publicly thank Micron Technology Inc.
(NASDAQ:MU).
The brief acknowledgment wasn't about courtesy.
Musk thanks Micron for chips, and builds a fab to replace it
Micron secures major memory chip allocation for Tesla, shares rise
Tesla è riuscita a ottenere memorie a buon prezzo, Musk fa un insolito ringraziamento
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