Alphabet's spending plan boost is great news for several companies.
Alphabet raised 2026 capex to $195–$205B and said supply is still constrained, which supports continued AI-memory demand. Tesla also publicly thanked Micron for memory allocation and called memory ...
Investors have a short memory on Alphabet.
Generative AI requires a ton of memory capacity. As models are trained on more and more information, accessing some of the training data or previous conversations requires a ton of memory capacity.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results