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DRAM

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 27, 2026 by Gavin Baker · said 1 times in 1 episodes since 2026 · across every show →

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Everything said about DRAM, oldest first

Jun 27, 2026 bullish
Prediction Not checkable as stated
Gavin Baker: DRAM will be 30-40% of hyperscaler capex next year
“Memory is DRAM is probably going to be 30 to 40% of all hyperscaler capex next year.”
Gavin Baker Jun 27, 2026 ▶ 1:06:06 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
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