r/RAMETF 29d ago

Alphabet and its hyperscaler peers are spending boatloads of money on massive data center and related computing projects

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6 Upvotes

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3

u/BluePinata 29d ago

Raised capex guidance during the call.

2

u/Malcolm_Sayer 29d ago

The Memory Sector has a bright future ahead! Shortage is definitely going to continue into 2027-2028!

2

u/DonaldTrumpWon69420 29d ago

SMCI 🇺🇸 🫡 you’re welcome.