Sean(@sean_________):Edgewater on $MU / $SKHY: "Anthropic expected to direct purchase ~20% of memory in CY27 & grow % in CY28, in DRAM roughly same size as NVDA." "Anthropic and OpenAI are expected to start buying direct in CY27 – Anthropic is claiming 40-50B 1Gb demand next year with ~20% bought direct. The balance would be from OEM, CPU/GPU, neocloud partners, but the volume and % direct should grow in CY28+."

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

가입 May 2019

3K 팔로잉 중 9.8K 팬

Sean@sean_________

2026.09.15 12:08

Edgewater on $MU / $SKHY: "Anthropic expected to direct purchase ~20% of memory in CY27 & grow % in CY28, in DRAM roughly same size as NVDA." "Anthropic and OpenAI are expected to start buying direct in CY27 – Anthropic is claiming 40-50B 1Gb demand next year with ~20% bought direct. The balance would be from OEM, CPU/GPU, neocloud partners, but the volume and % direct should grow in CY28+."