The Race to Make the World’s Most In-Demand Machine - WSJ

kept by eddie apr 27

ASML, the sole supplier of machines needed to make cutting-edge AI chips, is racing to expand capacity to meet surging demand from tech companies.

The world’s most complex machine - Works in Progress Magazine
ASML became the sole supplier of extreme ultraviolet lithography machines through transatlantic cooperation, risky bets, and deep customer partnerships.
also on ASML, #europe, #hardware
The World Can't Keep Up With AI Labs - LessWrong 2.0 viewer
AI labs see explosive revenue from coding agents, but infrastructure bottlenecks in memory, energy, and chip manufacturing will constrain growth and raise prices.
also on ASML, #infrastructure, #hardware, #business-strategy