By Unknown
Publication Date: 2026-10-11 10:39:00
Key Points
ASML has a virtual monopoly on extreme ultraviolet (EUV) lithography systems for chip manufacturing.
EUV machines are accounting for a larger share of ASML’s sales.
ASML and Taiwan Semiconductor are partnering to make the most advanced EUV systems even more efficient.
Even near an all-time high, Nvidia(NASDAQ: NVDA) remains one of the best artificial intelligence (AI) growth stocks. It’s evolved from a chip company that primarily made graphics processing units (GPUs) for data centers into an AI infrastructure linchpin. Its rack-scale solution goes far beyond GPUs to capture a larger share of the data center market.
Hyperscalers continue to turn to Nvidia to address their compute needs. On its second-quarter 2026 earnings call, Space Exploration Technologies(NASDAQ: SPCX) noted that Nvidia’s Vera Rubin architecture is so advanced that it warrants SpaceX building exclusively on Nvidia.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
SpaceX is working with financial institutions to raise $40 billion to fund its AI build-out. And Nvidia is making compute demands more affordable for AI start-ups, labs, and enterprises by partnering with a consortium of six financial institutions to build $500 billion in AI infrastructure.
Vera Rubin and financing options for…
