@Ducati996R said in Performance: Anyone watch those film with Arnie in Yes, perhaps in future they will look back on those as documentaries ...Musk already has production capacity for a million robots per year and expanding to 10 million at his plant in Texas ...and each one need hundreds of GB of memory. I dont think global memory supply is going to be fulfilled for many years yet....

You’re right to expect to see the detail. The all important money is there. Nik and I are pushing the update. It is in progress.

Micron 512GB DDR5 RDIMM Micron has just demonstrated the world’s first 512GB DDR5 RDIMM, aimed squarely at next-generation AI/data-centre servers. It is a significant step up in memory density: one module holds 512GB, with speeds of up to 9,200 MT/s. Micron expects volume production in H2 2027. AMD and Intel are already validating it on future server platforms. The power saving is particularly striking. One 512GB module consumes approximately 16W, versus 44.2W for four 128GB modules providing the same capacity — a reduction of more than 60%. The key fact to add is that Micron's memory opportunity isn't solely an AI/HBM story. The new 512GB DDR5 module targets the much broader non-AI data-centre/server market, while HBM4/HBM4E captures the AI accelerator market. That gives MU two separate demand drivers. Even at $15k per module, you're looking at $360k of DRAM per server. Validation of durability!