https://www.nextbig.dev/daily/2026-07-07 nextbig.dev en 2026-07-07T18:28:15.975Z Memory just repriced the AI build-out. A Lexar-brand maker guided to a 60,000 percent profit jump, and Microsoft now pins $25 billion of its record capex to the cost of memory alone https://www.nextbig.dev/daily/2026-07-06 nextbig.dev en 2026-07-06T22:00:34.333Z Meta's expensive GPUs were sitting idle, waiting on storage. This week two of AI's biggest builders showed the same thing: the model and the chip are the cheap part now