SemiAnalysis says memory is taking over hyperscaler CapEx, estimating memory spend rises from about 8% in 2023-24 to 30% in 2026, a near 4x shift in four years.
Memory is taking over Hyperscaler CapEx.
memory was ~8% of total Hyperscaler spend
We estimate it hits 30% in CY26
That's a near-4x shift in just four years.
This finding is one of many signals tracked across Artificial Intelligence. The live feed updates every few hours with new authority voices, debates, and emerging ideas.
← Back to Artificial Intelligence