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
- DeepSpeed shows AutoEP/AutoTP/AutoSP parallelism gains, hosts office hours — PyTorch · 2026-10-27
- Running a local 9B as a coding agent: brief the big model to plan, let the small model execute — Electrical_Ninja3805 · 2026-10-27
- Cloudflare Durable Objects validated as top architecture for AI agent WebSocket servers — tristanbob · 2026-10-27
- Gary Marcus: With Q3 data added, Anthropic's compute-efficiency growth shows deceleration — GaryMarcus · 2026-10-27
- SpaceX locks in $40B GPU financing deal with Apollo, the largest ever committed — TechCrunch AI · 2026-10-27
- Inference is just Kubernetes with a multi-trillion-dollar market, and the communities overlap — matt_slotnick · 2026-10-27