ASML Sells Zero Lithography Machines into Europe as US Hosts 75%+ of AI Compute
NinaDSchick · x · 2026-10-15
Reacting to a claim that Europe holds the key AI assets, Nina Schick lays out a counter-case: ASML sold zero lithography machines into Europe in Q2 2026 — "we are selling absolutely nothing in Europe," per an ASML EVP. ASML's indispensability itself rests on a transatlantic supply chain, and its demand depends on the largest capital investment cycle in history, with the US hosting over 75% of the world's AI compute. She also dismisses the EU's "lead in AI by regulating it" rhetoric as empty and notes commercial SMRs like Aalo Atomics are coming.
More from AGI Musings
- Why data companies are printing money: labs pay millions for env-shaped nails — sarahookr · 2026-10-15
- Chollet backs Gakku: conversational AI as the biggest education leap of our generation — fchollet · 2026-10-15
- Subbarao Kambhampati to dissect the 'mythos of LLM thinking tokens' at UMN — rao2z · 2026-10-15
- Pure-play AI firms' combined revenue — $500B or $1T — will decide if AGI takes off this decade — Jsevillamol · 2026-10-15
- AI 2027 timeline gains believers: 2027 likely the most critical year for capability jumps — teortaxesTex · 2026-10-15
- Inside SAIF: a16z's $25M bet on AI rewriting the economics of cyber defense for small towns — a16z · 2026-10-15