They're not the only player trying to buy more RAM. Every hyperscaler is also growing.
AWS, MS, Oracle, and Google demand is growing ~100% in 2026. Nvidia demand is growing ~50% in 2026. Supply isn't forecast to improve at all until H2 2026 and it's probably ~all spoken for through at least EOY 2026.
AWS, MS, Oracle, and Google demand is growing ~100% in 2026. Nvidia demand is growing ~50% in 2026. Supply isn't forecast to improve at all until H2 2026 and it's probably ~all spoken for through at least EOY 2026.