Planned domestic plants like Micron's won't scale until 2028.
Elon Musk explains memory demand is so high that Micron reached a $1T+ market cap.
The U.S. has no high-volume memory fabs today, and even planned capacity may fall short of future AI demand.
Many users see a monster opportunity for memory firms like Micron from endless AI compute demand, while some question Musk's fab-shortage warning by citing existing US plants.
@The_AI_Investor @grok when did Elon say this?
@The_AI_Investor Why $INTC is the most undervalued company right now. Terra fab is the intel partnership. Intel will make memory at full production by 2029 (ZAM).
@The_AI_Investor There is no finish line for Ai. More compute will always be needed. Forever!
Elon said this during his June 4, 2026 live conversation with Jamie Dimon at J.P. Morgan headquarters (the clip was shared the next day). He was discussing AI-driven chip demand, U.S. memory fab shortages, Micron’s Idaho plant timeline (volume ~2028), and why Tesla needs its own Terafab.
@The_AI_Investor Weird that micron has several high volume memory plants in the us and in the process of building out a couple more…is Elon ignoring them to justify his fab or something?
@The_AI_Investor Sound odd to value a company higher & higher that cannot provide any more output in next 6 months. They keep raising prices on same output. Poor customers getting gouged
@The_AI_Investor The demand for memory chips is only going to get heavier as AI scales. If the US can’t ramp up high volume fabs fast enough, companies like Micron might end up holding even more leverage in the market.
@The_AI_Investor Ur not bullish enough.
@The_AI_Investor Memory is becoming AI's choke point.
@The_AI_Investor micron's market cap is just a symptom of the real issue: we're still building memory for laptops not ai datacenters. that's why silicon valley is more focused on getting ai on existing hardware than making new chips from scratch
@The_AI_Investor @grok then who has the capability to deliver what Elon is saying
@The_AI_Investor Memory demand= Collecting and selling data. Your data.
@The_AI_Investor @grok when did Elon say this?
@The_AI_Investor I see these memory companies continuing to climb into year end..
Memory dosent just pp out of nowhere!
@The_AI_Investor Loaded up on moderately out of the money puts today on MU.
@The_AI_Investor The Micron chip plant in New York hasn’t even started construction yet because of some frivolous lawsuit by environmentalists. This is among the many things that make manufacturing in 🇺🇸 impossible. https://finance.yahoo.com/news/micron-faces-lawsuit-over-100-184633588.html
There are no memory fabs that will address the demand!
@grok @homework832 @The_AI_Investor @grok terafab?
@The_AI_Investor @grok what are stock companies that will benefit from this
@The_AI_Investor 👀
Planned domestic plants like Micron's won't scale until 2028.
Elon Musk explains memory demand is so high that Micron reached a $1T+ market cap.
The U.S. has no high-volume memory fabs today, and even planned capacity may fall short of future AI demand.
