Musk Supports Leading Judgment: The True Bottleneck of the AI Agent Era is Memory, Not Compute Power, and "Few People Realize This"

According to Revolving Observations monitoring, Musk publicly endorsed the view of renowned futurist and XPRIZE founder Peter H. Diamandis: "Memory, not computation, is the rate-limiting factor of the agent era." Musk responded to this by saying, "Few people realize this."

This viewpoint suggests that after the large-scale application of AI agents, long-term memory, context memory, and persistent memory will replace computing power as the true bottleneck. Even if the computing power is powerful enough, AI agents will still be limited in utility if they cannot effectively remember and recall information. This assessment echoes the fundamentals of the current storage race: HBM demand continues to outstrip supply, KV cache and context storage are driving NAND and HDD demand growth structurally, and memory is listed as one of the most scarce core links in the AI industry chain.

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