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Technology Stocks : ASML Holding NV
ASML 1,074+0.3%9:37 AM EDT

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From: BeenRetired10/25/2025 7:42:49 AM
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"AI compute needs are rapidly expanding"

Naturally, the hyperscalers are leading the charge -- with big tech collectively expected to invest nearly $500 billion in AI infrastructure next year alone.


AMZN Capital Expenditures (TTM)© YCharts

Yet the demand doesn't stop there. AI compute needs are rapidly expanding beyond the hyperscalers -- reaching start-ups, research labs, and even sovereign customers. Notably, countries across the Middle East are launching their own versions of Project Stargate -- signing multibillion-dollar agreements for Nvidia-powered data centers to accelerate their domestic AI and technology ambitions.

Prediction: Nvidia Stock Is Going to Soar After Nov. 20

PS
AI a big part of the EUV/ArFi story. Not all of it.
The Shrink n Stack bit bonanza JUST started,

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