Will Memory Costs Dominate Hyperscaler CapEx?
zephyr_z9 · x · 2026-07-17
Regarding CapEx forecasts for hyperscale data centers in FY28, some estimates suggest that 60% could be allocated to memory costs. Industry insiders have expressed concern over memory expenses, deeming this expected ratio highly exaggerated, while acknowledging the need to monitor ongoing trends.
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