When cloud giants meddle in markets

Hyperscale cloud providers are doing what any aggressive buyer with deep pockets would do: purchasing enormous volumes of DRAM and high-bandwidth memory to feed AI factories, new cloud regions, and expanding platform services. By securing supply ahead of competitors, they lock in favorable terms and ensure their growth is not constrained by component scarcity. From their perspective, this is smart business. From the enterprise market’s perspective, it is something else entirely. When the larg...