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.
More from Infra
- RTK Terminal Compression Cuts Tokens but Leaves Your AI Coding Bill Unchanged — Bartaseth · 2026-09-11
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11