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ASML: Chipmaking Machines at the Core of AI Boom | Bloomberg Tech: Europe 12/12/2025

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…

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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?
00:15:24 – 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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3 Comments

3 Comments

  1. @emmanuilushka

    December 15, 2025 at 7:52 am

    Oh… suddenly European tech is relevant
    “EU bottle cap meme” was just a joke?
    anti-woke eurosceptic maga ketamine garbage dislike this video

  2. @johnmerlino7011

    December 15, 2025 at 8:10 am

    How many Robotics and AI players will go bankrupt due to lack of customers and demand? IRobot today went Chapter 11 and might be sold to their Chinese manufacturer. Down 73% in premarket. What a shame. Now ask yourself if you can believe the Telsa “1 Million Humanoid story’ for next year! Debt is a killer of businesses.

  3. @realKimNinja

    December 15, 2025 at 8:11 am

    The Very Core Of AI

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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