ASML vs. The Next Decade: Why the World’s Most Important Machine Still Belongs to Veldhoven
ASML's moat will not crumble anytime soon
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When Jensen Huang dimmed the lights at Nvidia’s annual GTC conference this spring, the audience expected silicon. Instead they got software: one slide, eight minutes, and 900 brightly colored rectangles, each a library inside CUDA. “A long time ago,” Huang said, “this slide was all we had.” In 2004
