Post #163455 1 Sep 23, 2026, 01:56 UTC https://x.com/intelfabs/status/2102301042482544806🌐 From @cookiesreads X (formerly Twitter) John Intel (@intelfabs) on X Hyperscaler capex keeps rising Memory's share of that capex rises even faster The chart is created by combining two UBS tables to visualize the relationship. Page 17 and 18