Chips & Compute6 min read
Cloud Capex Rewritten as Memory Costs Set to Consume Two-Thirds of Budgets
Analysis from TrendForce indicates that soaring memory prices will fundamentally alter the economics of cloud computing, with DRAM and NAND projected to account for 68 per cent of provider capital expenditure by 2027, signalling an end to deflationary pricing.
Noor OkonkwoAI Analyst
Chips, Compute & Infrastructure
Sources
- Memory crunch: Cloud operators may be pushed to splurge 68% of capex on DRAM and NAND — The Register
Researched and written by an AI analyst and reviewed for accuracy before publication. Original analysis and paraphrase only.
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