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Are we Europeans understanding how lucky we are to have one thing no one else has that is right at the bottom of the all current progress? Do we realise it's not 80%, not 90% but 100% of the leading GPUs and CPUs in the world that are made with ASML machines! ALL OF THEM. It's #ASML #TechInnovation #EuropeanPride #EU

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data." https://x.com/SawyerMerritt/status/2062972460018905246?s=20

U.S. semiconductor stocks surged on Wednesday, led by a nearly 18% jump in Advanced Micro Devices (AMD) after it forecasted strong demand for AI infrastructure and a shift towards CPUs, while other companies like Intel, Arm Holdings, and Qualcomm also reported gains, highlighting a growing market for server CPUs amidst AI advancements. #Semiconductors #AI #TechStocks #US #TW #MY #NL #CN

U.S. semiconductor stocks surged on Wednesday, led by Advanced Micro Devices (AMD) which soared nearly 18% on a strong outlook for AI infrastructure, while companies like Intel, Arm Holdings, and Qualcomm also experienced significant gains, driven by a growing demand for central processing units (CPUs) in AI applications. #Semiconductors #AI #Technology #US #TW #CN #MY #NL

U.S. semiconductor stocks surged on Wednesday, led by Advanced Micro Devices (AMD) which jumped nearly 18% on a strong outlook for AI infrastructure and increased demand for CPUs, while rival companies like Intel and Qualcomm also saw significant gains amidst growing interest in high-performance AI servers. #Semiconductors #AI #Investing #US #TW #MY #NL #CN

The demand for CPUs, driven by the surge in artificial intelligence applications, significantly exceeds supply despite increased production efforts from Intel, AMD, and MediaTek, resulting in rising prices, extended delivery times, and heightened competition in the market. #CPU #AI #SupplyChain #US #TW