Cloud Provider Memory Spending Surges 127% to $449B by 2027

UBS projects global cloud memory expenditure to hit $448.9B in 2027, a 127% YoY increase, with DDR spending alone reaching $190.6B in 2026.

Woofun AI reports that UBS forecasts global cloud service provider spending on DDR memory will reach $190.6 billion in 2026, expanding to $448.9 billion in 2027. This trajectory represents a year-over-year growth of approximately 135% for DDR specifically. The bank also anticipates that total memory expenditure across the sector will increase by roughly 127% in 2027.