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

2026-08-02 05:50

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