Key points
Top-12 hyperscaler capex and memory spending (US$bn) ｜ Memory rises from $71bn (14%) in 2025 to $933bn (64%) in 2027E
Image source: @glocalinvestor
2026-09-23
UBS Sees Memory Rising to 64% of Hyperscaler Capex by 2027
Top-12 hyperscaler capex and memory spending (US$bn) ｜ Memory rises from $71bn (14%) in 2025 to $933bn (64%) in 2027E
Image source: @glocalinvestor