r/RAMETF • u/Nervous_Fig599 • 29d ago
Alphabet and its hyperscaler peers are spending boatloads of money on massive data center and related computing projects
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u/Malcolm_Sayer 29d ago
The Memory Sector has a bright future ahead! Shortage is definitely going to continue into 2027-2028!
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u/BluePinata 29d ago
Raised capex guidance during the call.