Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm from Latest from Tom's Hardware on 2026-04-03 13:58 (#74PPX) SemiAnalysis estimates on Thursday that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026.
