Tesla CEO Elon Musk recently announced that to ensure mass production of the Optimus humanoid robot, the memory capacity of the AI5 chip will be halved to 72GB LP5, and the AI6 chip's memory capacity will be reduced by one-third to 144GB LP6. Musk stated that this is the "only way" to achieve sufficient production for Optimus, while also significantly lowering costs with "negligible" impact on Optimus's performance. This move also highlights the tight supply of high-end memory, with humanoid robots emerging as a new source of high-end memory demand.