{"id":2610,"date":"2026-07-23T19:37:11","date_gmt":"2026-07-23T19:37:11","guid":{"rendered":"https:\/\/americanhomejournals.com\/?p=2610"},"modified":"2026-07-23T19:37:11","modified_gmt":"2026-07-23T19:37:11","slug":"nothing-screams-2026-like-elon-musk-thanking-chipmakers-on-an-earnings-call","status":"publish","type":"post","link":"https:\/\/americanhomejournals.com\/?p=2610","title":{"rendered":"Nothing screams 2026 like Elon Musk thanking chipmakers on an earnings call"},"content":{"rendered":"
\n

Elon Musk took a moment during Tesla’s earnings call on Wednesday to thank three companies that have little to do with traditional automaking.<\/p>\n

Read more The AI boom didn\u2019t stop Google from hiring nearly 12,000 people<\/a><\/p>\n

Musk praised Samsung and TSMC during the call, and then turned to another company that manufactures semiconductor chips. “I’d also like to thank Micron for giving us a memory allocation,” he said. “They’ve got to make some very tough decisions on memory allocation.”<\/p>\n

It was perhaps the most 2026 moment of the call.<\/p>\n

Micron and Samsung are two of the world’s largest manufacturers of DRAM, the short-term memory that allows computers to rapidly access and process data. The chips have become one of the AI boom’s hottest commodities \u2014 and increasingly difficult for companies to secure at reasonable prices.<\/p>\n

The rapid construction of AI data centers has consumed huge amounts of memory. Manufacturers have also shifted production toward high-bandwidth memory, a more advanced and profitable form of DRAM used with AI processors, leaving less capacity for conventional chips.<\/p>\n

The shortage has pushed manufacturing prices higher as companies compete for limited allocations.<\/p>\n

Read more Domo sells its main businesses for $400 million, leaving founder Josh James with a hoard of cash to put to work<\/a><\/p>\n

And the consequences have spread to regular shoppers: Computer and video game makers have announced price increases, while smartphone manufacturers like Apple have announced higher prices.<\/p>\n

That makes Musk’s coziness with the three companies all the more important.<\/p>\n

The automaker needs memory throughout its vehicles \u2014 but its appetite is poised to grow as it shifts its business and spends billions of dollars on AI infrastructure, robotaxis, and its Optimus humanoid robots.<\/p>\n

Musk said Micron had allocated a “significant” amount of memory to the company under reasonable terms, though neither company has publicly detailed the products, prices, or length of the arrangement.<\/p>\n

In the past month, Micron has also partnered with General Motors and Ford to continue supplying automotive chips.<\/p>\n

Read more AMD takes a shot at Nvidia by betting on AI\u2019s next big shift<\/a><\/p>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

On Wednesday, Musk took a moment from the company’s earnings to thank three chip-making companies: “They’ve got to make some very tough decisions.”<\/p>\n","protected":false},"author":1,"featured_media":2609,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-2610","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"yoast_head":"\nNothing screams 2026 like Elon Musk thanking chipmakers on an earnings call - American home journals<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/americanhomejournals.com\/?p=2610\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nothing screams 2026 like Elon Musk thanking chipmakers on an earnings call - 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