ASML, the Dutch photolithography specialist, posted record new orders worth 13 billion euros, more than double the previous quarter. The surge reflects strong demand from artificial‑intelligence data‑center builders, underscoring the continued momentum of the AI infrastructure boom. CEO Christophe Fouquet highlighted that customers are increasingly confident about medium‑term AI‑related demand, suggesting that the industry expects sustained growth in chip production for AI workloads. Leia mais →

Experts warn that the European Union could use its control of Dutch chip‑making equipment and stricter data‑privacy enforcement as a strategic lever against the United States. ASML’s monopoly on advanced lithography machines, vital for companies like Nvidia, gives Brussels the ability to restrict exports and influence the U.S. AI economy. Simultaneously, the EU’s push to enforce GDPR against firms such as Meta and Google could impede the data flows that power AI models. Analysts suggest that combined pressure on technology supply and data usage could destabilize the AI investment surge and create political challenges for President Trump. Leia mais →

French AI startup Mistral AI announced the release of Devstral 2, a new generation coding model, alongside Vibe CLI, a command‑line interface designed to automate code tasks through natural language. The company highlighted the model’s size, hardware requirements, and open‑source licensing options, and noted that Vibe CLI can maintain persistent history and scan file structures to provide context‑aware assistance. Partnerships with Kilo Code, Cline, and Zed were mentioned, as well as the continuation of Mistral’s growth after a recent funding round led by ASML. Leia mais →

The European Union has confirmed it will continue with its planned rollout of AI legislation, despite calls from tech companies to delay the implementation. The AI Act aims to regulate the use of artificial intelligence in the EU, with a focus on risk-based regulation and transparency. Leia mais →