J.P. Morgan sees CSP-grade memory eating up a bigger slice of cloud capex over the next few years — 31% in 2026, jumping to 49% in 2027, and hitting 60% by 2028.
That's a meaningful shift. Cloud providers are going all-in on memory infrastructure to support AI workloads, and the capex reallocation is starting to show up in the numbers. If you're tracking the AI supply chain, this is where the money flows next.
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That's a meaningful shift. Cloud providers are going all-in on memory infrastructure to support AI workloads, and the capex reallocation is starting to show up in the numbers. If you're tracking the AI supply chain, this is where the money flows next.
$AMZN $GOOGL $MSFT $MU