Memory Becomes the Main Bottleneck Slowing AI Progress, Says Elon Musk

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Shareholders should continue to profit from the memory shortage.

Memory Becomes the Main Bottleneck Slowing AI Progress, Says Elon Musk

Memory has emerged as the primary constraint holding back progress in artificial intelligence systems according to statements from Elon Musk. In comments reported by The Motley Fool on August 11 2026 Musk highlighted how the availability and management of high-speed memory now represents the single largest technical barrier facing companies attempting to scale up advanced AI models. This assessment comes at a time when processing power continues…

The real reason Elon Musk wants every car connected to space

Elon Musk is making the case that satellite internet, not fiber or cellular towers, will end up wired into every car on the road. In a string of posts on X, the SpaceX CEO wrote that all cars will have Starlink in the future and called satellite connectivity the only way to get super high bandwidth to billions of vehicles. The posts started with Musk endorsing a Cloudflare forecast that traffic generated by autonomous AI agents will soon dwarf t…

AI takeover? Elon Musk predicts agents to vastly outnumber humans on the internet

Humans may soon be a minority on the internet, says Elon Musk. Musk’s comments came after Cloudflare’s CFO Thomas Seifert’s prediction that humans will soon be nothing more than a rounding error in terms of internet traffic.