Global Markets · · 1 min read
"Where the AI Dollar Actually Lands"
Of every $100 the hyperscalers spend, about $35 reaches Asia — and inside the AI rack, memory and compute split three-quarters of the bill. This week the market listed direct access to the memory side
Edition · July 11, 2026
The full edition of “Where the AI Dollar Actually Lands” was published on Substack — please read it there:
- 📰 Substack: substack.closelook.net/p/where-the-ai-dollar-actually-lands
- 💼 LinkedIn (subscribe): www.linkedin.com/newsletters/closelook-global-stock-markets-7136295936971960322/
A short summary:
Of every $100 the hyperscalers spend, about $35 reaches Asia — and inside the AI rack, memory and compute split three-quarters of the bill. This week the market listed direct access to the memory side
This stub is auto-published by the Substack watcher. The canonical edition lives on Substack at the link above.