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68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters | WAPE

Newsbenzinga

68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters

Aug 26, 2026, 10:05 ET · Published

Article summary

TrendForce says memory will take 68% of hyperscaler capex in 2027. Micron trades 26% below its June record. What the numbers really say.

An excerpt from the original article.

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