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Tom’s Hardware
Tom’s Hardware
Technology
Luke James

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

Hyperscaler Nvidia Memory Semianalysis AMD Micron
Memory share of total hyperscaler capex CY23 to CY27.

SemiAnalysis estimates that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026, up from approximately 8% in CY23 and CY24. The firm projects that share will climb further in CY27, representing a near four-fold shift in just four years as DRAM prices surge beyond imagination and HBM remains massively undersupplied.

SemiAnalysis expects DRAM prices to more than double in CY26, with another double-digit ASP increase in CY27. LPDDR5 contract pricing has already risen more than three times since Q1 2025, and the firm estimates open-market pricing will likely exceed $10/GB this quarter.

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