I am not bullish on memory. More soon..
UBS estimates that hyperscalers will spend $761 billion or 73% of their CapEx in 2027 on memory. "This suggests upside to overall hyperscalers capex, but also r...
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我不看好内存。更多内容稍后发布..
I am not bullish on memory. More soon..
UBS estimates that hyperscalers will spend $761 billion or 73% of their CapEx in 2027 on memory. "This suggests upside to overall hyperscalers capex, but also r...