[Elon Musk Supports Cutting-Edge Insight: The True Bottleneck of the AI Agent Era is Memory, Not Computing Power, 'Few People Realize This'] According to monitoring by Dongcha Beating, Elon Musk publicly endorsed the viewpoint of renowned futurist and XPRIZE founder Peter H. Diamandis: 'Memory, not computation, is the rate-limiting factor in the agent era.' Musk responded, 'Few people realize this.' This perspective highlights that in the era of large-scale AI agent applications, long-term memory, contextual memory, and persistent memory capabilities will replace computing power as the true bottleneck. Even if computing power is sufficiently strong, the practicality of AI agents remains limited if they cannot effectively remember and retrieve information. This judgment aligns with the fundamentals of the current storage sector: HBM demand continues to outstrip supply, and the explosion of KV caching and contextual storage is driving structural growth in NAND and hard drive demand. Memory has been identified as one of the most critical and scarce components in the AI industry chain. Click the link below to access the original article and join the Dongcha Beating · Feishu AI News Channel for 24/7 global AI news and updates. [Original Link]