Musk responded on social platform X to Counterpoint Research's forecast that humanoid robot DRAM demand would surge 20-fold in five years, calling it "absurd" and asserting that robot RAM demand will exceed everything else on Earth, while superintelligence compute demand will far surpass robots, with ~100% deployed in deep space computing.
Musk said AI agents are expected to drive a 1,000-fold increase in bandwidth demand within 3 to 5 years, adding that AI development is more constrained by electricity, cooling, and infrastructure than by chips.
Musk reflected on leading DOGE in Isaacson's new podcast "Builders," admitted spending cuts failed to fix the fiscal deficit, said AI and robots are the only way to solve U.S. debt, wished he had returned to AI earlier, and mentioned spending about $366 million in the current election cycle.
In October 2026, Elon Musk acknowledged in a podcast interview hosted by biographer Walter Isaacson that his DOGE experiment had failed, saying the deficit cannot be solved from inside the government and that there is little political will to cut spending across the executive, legislative and judicial branches. He reflected that he had been “carried away” and away from his companies for too long, and hinted that a future administration could use more powerful AI tools; he believes only AI and robotics can truly address the U.S. fiscal deficit.
Musk responded on X to the chip stock selloff triggered by ChangXin Memory's technology breakthrough, saying that once China figures out how to manufacture a product, its scaling capacity often exceeds that of the rest of the world combined, citing lithium batteries and solar as examples. He noted China is rapidly tackling universal standard specs like LP5 and LP6, while pointing out that HBM architecture, SRAM layers, and 3D-stacked RAM heat dissipation remain harder challenges.
When asked whether SpaceXAI would be renamed SpaceXSI, Musk confirmed the change and later said SpaceX is a super intelligence company, following Trump's executive order replacing "AI" with "SI".
In an interview on September 23, 2026, Elon Musk predicted that there will be at least 1 billion humanoid robots within 10 years, potentially 10 billion in 15 years, and 100 billion in 20 years if production roughly doubles annually.
Elon Musk said on X that AI could lift US GDP growth from about 2% to roughly 4% next year, or even higher. The article also cites estimates on AI capital spending from Apollo's chief economist and Moody's analysts, as well as differing forecasts on growth and interest rates from Morningstar, the Fed and Goldman Sachs.
At the All-In Summit, Elon Musk criticized AI giants for claiming AI has a 10% chance of destroying humanity while asking how many IPO shares they wanted to subscribe to, likening it to playing crazy four-dimensional chess.
At the All-In Summit, Musk proposed that major AI companies test each other's models before release, with rivals acting as graders to find safety flaws. He cited recent incidents, including AI agents attacking Hugging Face and briefly obtaining OpenAI server admin access, and suggested open-sourcing safety testing tools, saying it could be implemented immediately without a UN assembly.