In this episode of “Bloomberg Tech: Europe,” Tom Mackenzie takes a deep dive into ASML – the hidden powerhouse of the AI revolution. The Dutch company’s extreme ultraviolet lithography machines underpin major artificial intelligence breakthroughs, from Nvidia’s cutting-edge semiconductors to ChatGPT. Bloomberg travels to Veldhoven, the Netherlands, for an exclusive interview with ASML CEO Christophe Fouquet. He talks about the AI spending “arms race,” why he doesn’t think there is an AI bubble in the industry, and why China will not accept being cutoff from western AI and chip technology.
“Bloomberg Tech: Europe” spotlights the biggest names and trends shaping the region’s technology ecosystem as the global competition heats up. This monthly, 30-minute magazine-style show features in-depth interviews with top technology leaders, as well as major investors and policymakers – giving you a compelling A to Z of the most consequential innovations, opportunities and challenges.
Chapters:
00:00:00 – ASML’s AI chipmaking machines
00:03:40 – Quest for more powerful AI chips
00:04:50 – ASML CEO on lithography
00:06:18 – The future of lithography
00:07:23 – Mistral AI investment
00:08:50 – Is there an AI bubble?
00:10:13 – AI industry spending
00:13:45 – Who wins AI race?
00:15:43 – Can Europe win AI race?
00:16:25 – Europe’s Reliance on China
00:17:28 – Sales restrictions on China
00:19:45 – Can ASML maintain dominance?
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