AI

The AI Infrastructure Boom Shows No Sign Of Slowing Down

AI infrastructure boom shows no slowdown as chipmaking giant ASML books record €13B in new orders this quarter.

Matilda

The AI Infrastructure Boom Shows No Sign Of Slowing Down

AI Infrastructure Boom Accelerates as ASML Smashes Records Is the AI infrastructure boom losing steam? Far from it. New earnings data from ASML—the Dutch company that builds the world's most advanced chipmaking machines—reveals a surge in demand that defies predictions of a slowdown. The company just reported a record €13 billion in new orders last quarter, more than doubling its previous quarter's bookings and signaling that tech giants are doubling down on AI data center expansion through 2027 and beyond. For anyone tracking whether corporate AI investment is sustainable, ASML's order book offers the clearest signal yet: the buildout is accelerating, not stalling. Credit: Lina Selg/Bloomberg/ Getty Images Why ASML Holds the Keys to the AI Future Most people know Nvidia powers AI with its graphics processors. Fewer realize ASML enables Nvidia's very existence. The Dutch firm manufactures extreme ultraviolet (EUV) lithography machines—the only tools capable of printing the…

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