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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

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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Bloomberg Technology

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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