Are they really adding capacity?

Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.

	▲	kvemkon 2 hours ago \| parent [-]
		But since when? There are public announcements about new energy deals since summer 2024. But I'm missing any information about similar RAM/NAND/HDD deals back then, so that corresponding shortages could be only for short time until, say, summer 2026.

I am sure you can lock great prices for ram for 2035 delivery.

If only on principle alone, could one secure a contract to buy a few TB of DDR5 memory to be delivered in 2035?

And if so, how?

	▲	ReptileMan an hour ago \| parent [-]
		Few TB probably not, but few EB I think you will be able to make a contract.