WS #10490
AI data centers to consume 70% of global memory chip supply in 2026, bullish for memory makers (MU) and bearish for hyperscalers (GOOGL). Trump signs executive orders setting 2031 deadline for federal post-quantum migration, bullish for cybersecurity firms.
AI Memory Chip Supply Crunch
AI data centers to consume 70% of global memory chip supply in 2026, bullish for memory makers (MU) and bearish for hyperscalers (GOOGL).
Trump signs executive orders setting 2031 deadline for federal post-quantum migration, bullish for cybersecurity firms.