Memory crunch: Cloud operators may be pushed to splurge 68% of capex on DRAM and NAND

The rising cost of contract prices for memory chips could see DRAM and NAND flash account for more than two-thirds of the capital expenditure of cloud service providers (CSPs) by next year. Taiwan-based market watcher TrendForce forecasts that total capex by cloud operators will almost double this year - up 98 percent - and grow a further 50 percent in 2027. That rapid rise is driven partly by growing investment in new infrastructure, but also by soaring memory bills. The upshot is that TrendFor