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🏭 Industry in Focus, 27-05-2026: Two memory makers crossed $1 trillion in a week. HBM is the real ceiling on AI infrastructure.
Industry Focus

🏭 Industry in Focus, 27-05-2026: Two memory makers crossed $1 trillion in a week. HBM is the real ceiling on AI infrastructure.

Macro Soup Newsroom Macro Soup Newsroom 3 min read

Nvidia's fiscal Q1 2027 data center revenue hit $75.2B, nearly double the year before. SK Hynix and Micron both crossed $1 trillion in the same week. The binding constraint on AI infrastructure build-out is HBM supply, and it can't be expanded quickly.

SK Hynix logo with red 'SK' text, orange 'hynix' text, and a red-orange stylized symbol above on white background.
SK Hynix joins the $1 trillion market cap club after a 900% surge over the past year on AI memory dominance. Source

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