P Equity Research said in a post on X that UBS expects global cloud service providers to spend $190.6 billion on DDR memory in 2026, with that figure projected to climb to $448.9 billion in 2027. Based on the figures cited in the post, DDR memory spending would increase by about 135% year over year. UBS also expects overall memory spending in 2027 to rise by roughly 127%. The figures were shared by P Equity Research and cited by Odaily in a brief news update.
Odaily reported that P Equity Research said in a post on X that UBS expects global cloud service providers' spending on DDR memory to reach $190.6 billion in 2026 and then rise to $448.9 billion in 2027, implying year-over-year growth of about 135%.
UBS also expects overall memory spending in 2027 to increase by about 127%.
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