On August 25, TrendForce's latest research on the memory industry revealed that to accelerate AI infrastructure development, capital expenditures by major global cloud service providers (CSPs) are expected to increase by 98% year-on-year in 2026 and by an additional 50% in 2027. This significant growth is partly attributed to the sharp rise in memory contract prices and robust procurement demand. According to TrendForce's estimates, the share of DRAM and NAND Flash in CSP capital expenditures will increase from 47% in 2026 to 68% in 2027.