Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm | Collector
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Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm
SemiAnalysis estimates on Thursday that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026.
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