Expired50% confidencePredictionExact time
Some predictions hold that memory chips will account for 30% to 40% of cloud vendors' capital expenditures.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
7/6/2026
First Seen
Valid until: 10/4/2026(expired)
Sources
GLM-4 Open Source Strikes Back: The AI War Expands to Memory and Space Computing
bilibili智灵Shaw7/3/2026
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