ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an “arms race,” but that he sees no bubble in the industry. The Dutch company is Europe’s most valuable company, and one of the most important cogs in the global AI supply chain. ASML has a near-monopoly on extreme ultraviolet lithography machines, which are vital for manufacturing advanced chips. Bloomberg’s Tom Mackenzie spoke to Christophe Fouquet in an exclusive conversation at the company’s headquarters in Veldhoven, the Netherlands, on November 14.
Watch the full episode:
00:00 Lithography and chipmaking
00:50 The future of lithography
02:33 Mistral AI investment
04:00 Is there an AI bubble?
06:00 AI boom: Does spending make sense?
06:45 The AI arms race
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
source
