{"id":1006521,"date":"2026-05-02T10:00:10","date_gmt":"2026-05-02T04:30:10","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1006521"},"modified":"2026-05-02T10:31:37","modified_gmt":"2026-05-02T05:01:37","slug":"ai-capex-boom-strains-hyperscalers-cash-flow-as-dram-makers-gain-pricing-power-says-jefferies","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/05\/02\/ai-capex-boom-strains-hyperscalers-cash-flow-as-dram-makers-gain-pricing-power-says-jefferies\/","title":{"rendered":"AI capex boom strains hyperscalers&#8217; cash flow as DRAM makers gain pricing power, says Jefferies"},"content":{"rendered":"<p>New Delhi [India], May 2 (ANI): The AI infrastructure spending spree by US hyperscalers is showing signs of strain, with capital expenditure now consuming nearly all of their operating cash flow, even as Dynamic Random Access Memory (DRAM) suppliers emerge as the key beneficiaries with unprecedented pricing power, global brokerage firm, Jefferies, said in a report. <\/p>\n<p>According to Jefferies, the four major US hyperscalers are projected to spend 92 per cent of their operating cash flow on capex in 2026, up sharply from 41 per cent in 2023.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Delhi [India], May 2 (ANI): The AI infrastructure spending spree by US hyperscalers is showing signs of strain, with capital expenditure now consuming nearly all of their operating cash flow, even as Dynamic Random Access Memory (DRAM) suppliers emerge as the key beneficiaries with unprecedented pricing power, global brokerage firm, Jefferies, said in a report. According to Jefferies, the four major US hyperscalers are projected to spend 92 per cent of their operating cash flow on capex in 2026, up sharply from 41 per cent in 2023.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[91,4,24],"tags":[],"class_list":["post-1006521","post","type-post","status-publish","format-standard","hentry","category-it-2-the-tribune","category-newspapers","category-the-tribune"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1006521"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006521\/revisions"}],"predecessor-version":[{"id":1006539,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1006521\/revisions\/1006539"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1006521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1006521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1006521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}