$1.4 trillion.
That’s exactly how much CAPEX, according to forecasts, could total for data-center memory alone by 2030.
And this is without taking into account all other expenses outside data centers.
After figures like these, it becomes harder and harder to believe in a long-term bearish scenario for $MU , $DRAM and $SNDK
You can argue with the market.
You can argue with analysts.
But it’s much harder to argue with math.
That’s exactly how much CAPEX, according to forecasts, could total for data-center memory alone by 2030.
And this is without taking into account all other expenses outside data centers.
After figures like these, it becomes harder and harder to believe in a long-term bearish scenario for $MU , $DRAM and $SNDK
You can argue with the market.
You can argue with analysts.
But it’s much harder to argue with math.