UBS: Global Cloud Provider Memory Spending Expected to Grow 127% by 2027

Odaily News, P Equity Research posted on the X platform, stating that UBS expects global cloud service provider spending on DDR memory to reach $190.6 billion in 2026, growing to $448.9 billion in 2027, representing a year-over-year increase of approximately 135%. Additionally, UBS forecasts that overall memory spending will grow by about 127% in 2027.