TrendForce says AI hyperscaler memory spend may reach 68% in 2027
TrendForce said DRAM and NAND flash could account for 68% of capital expenditure at the nine largest cloud service providers in 2027, versus 47% this year, as memory costs rise.
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LINE Upgrade from Neutral to Outperform W/$47.00 PT (from $40.00) at Mizuho
LINE Upgrade from Neutral to Outperform W/$47.00 PT (from $40.00) at Mizuho