UBS: Global cloud service provider memory spending expected to grow 127% in 2027

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 in 2027, representing a year-over-year increase of approximately 135%. Additionally, UBS also expects overall memory spending to grow by approximately 127% in 2027.