Sunday, April 26, 2026

ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips (Kim Mackrael/Wall Street Journal)

Kim Mackrael / Wall Street Journal:
ASML says it plans to make at least 60 of its standard EUV machines this year, 36% more than it sold in 2025, as it races to meet demand for making AI chips  —  ASML is the only supplier of the machines needed to make cutting edge AI chips at scale  —  VELDHOVEN, the Netherlands …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...