Memory Could Absorb Two-Thirds of Major Cloud Capital Spending in 2027

A forecast cited by EE Times Asia puts DRAM and NAND Flash at 68% of major cloud service provider capital expenditure in 2027. The projection highlights how AI infrastructure is shifting spending toward memory and storage, with higher contract pricing amplifying the dollar value of purchases. If the forecast holds, suppliers may retain pricing leverage while cloud operators face a larger memory component in infrastructure costs.