AINeutralCrypto Briefing · 4h ago7/10
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Memory’s share of hyperscaler capex expected to nearly hit 50% by 2027, per SemiAnalysis and CLSA
According to SemiAnalysis and CLSA research, memory semiconductors are projected to comprise nearly 50% of hyperscaler capital expenditure by 2027, up from current levels. This shift reflects surging demand for AI infrastructure and data center memory, fundamentally altering how major tech companies allocate billions in annual capex.
