68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters
TrendForce says memory will take 68% of hyperscaler capex in 2027. Micron trades 26% below its June record. What the numbers really say.
Big tech companies plan to spend huge money on memory chips in 2027, and Micron makes those chips. Since Micron's stock price dropped a lot from its high point, this could mean investors should watch whether the company gets those big orders.
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