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

2026-08-02 05:50

Odaily Planet Daily News P Equity Research posted on the X platform, stating that UBS expects global cloud service providers' spending on DDR memory to reach $190.6 billion in 2026 and grow to $448.9 billion by 2027, an increase of approximately 135% year-over-year. In addition, UBS also forecasts that overall memory spending will grow by about 127% in 2027.