The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Destination · memory & storage

$93.7B tracked across 6 claim(s) (+3 more without a settled point figure — see members) (+1 reported, not closed, not in the total — see members)

Sum of point-figure, USD-denominated flow claims tagged Destination · memory & storage in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

Aggregate of 10 member claims — each member's sourced figures are below.


the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Destination · memory & storage in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

The pieces 10

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

FlowAs ofAmount
SK Hynix → unnamed vendor(s) — memory & storage vendor unnamed2027-07-01T00:00:00Z$38.1B
Micron → unnamed vendor(s) — memory & storage vendor unnamed$27.4B
Micron → unnamed vendor(s) — memory & storage vendor unnamed2022-09-01T00:00:00Z$15.0B
Micron → unnamed vendor(s) — memory & storage vendor unnamed2025-01-08T00:00:00Z$7.0B
CXMT → unnamed vendor(s) — memory & storage vendor unnamed2026-09-28T00:00:00Z$5.2B
Sandisk → Nanya Technology2026-03-27T00:00:00Z$1.0B
Micron → unnamed vendor(s) — memory & storage vendor unnamednot summed
Akamai → Jabil2026-09-24T00:00:00Znot summed
Kioxia → unnamed vendor(s) — memory & storage vendor unnamed2026-08-27T00:00:00Znot summed
Toshiba → unnamed vendor(s) — memory & storage vendor unnamed in talks2026-10-02T00:00:00Zin talks, not counted
Total (settled figures only)$93.7B

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.