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Projected Growth of Tech Spending on AI
Annual spending commitment by major tech corporations in AI infrastructure.
Primary Sources
ASML CEO Christophe Fouquet co-signed opinion piece with European ...
Together with six other technology companies headquartered in Europe, ASML has shared an opinion piece in national newspapers across eight countries calling for swift government action across Europe to ensure that conditions for global technology leadership in Europe will be safeguarded.Europe is losing global competitiveness every day. We are facing a crisis largely of our own making – and therefore one we can overcome. This is not just an economic concern; it threatens our social cohesion and tests the very foundation of our future prosperity and technological sovereignty. In a period of unprecedented geopolitical and technological change, the decisions made in the coming months and years will determine whether Europe can compete and thrive in the decades ahead.As CEOs of technology companies operating at the center of today’s transformation, we see first-hand how the next wave of technological change is taking shape, at record speed – from semiconductors to advanced connectivity to aerospace, defense and AI. These industries are not only central to Europe’s economic strength, but to its ability to shape what comes next.As European tech creators representing some of the continent's leading innovators across the foundational technology stack, we recognize our responsibility to help build this future.Together, our companies generate revenues of €417 billion and represent a market capitalization of almost €1.1 trillion. We account for over 957,000 high-tech jobs worldwide and invest over €40 billion in R&D annually and control 213,000 patents globally. We are the nucleus of the powerful ecosystems that form the foundation of Europe’s technological sovereignty, creating a unique opportunity for Europe to lead in the next phase of technological transformation.For the past two decades, the focus has been on building the digital world. But the next phase of innovation will be defined by how digital capabilities are applied in the real world – across industries, infrastructure and entire economies. To create value, technologies like AI must be connected to the physical systems they are meant to improve.Europe has the people, the ecosystems and the technology to lead in this next phase. But too often, it is not converting this position into scale. Instead, we face fragmented markets and subsidized rivals with very strong market penetration in the EU. Companies in Europe face stifling, unnecessarily complex and often overlapping rules that make it incredibly hard ...
ASML CEO Christophe Fouquet co-signed opinion piece with European ...
Together with six other technology companies headquartered in Europe, ASML has shared an opinion piece in national newspapers across eight countries calling for swift government action across Europe to ensure that conditions for global technology leadership in Europe will be safeguarded. Europe is losing global competitiveness every day. We are facing a crisis largely of our own making – and therefore one we can overcome. This is not just an economic concern; it threatens our social cohesion and tests the very foundation of our future prosperity and technological sovereignty. In a period of unprecedented geopolitical and technological change, the decisions made in the coming months and years will determine whether Europe can compete and thrive in the decades ahead. As CEOs of technology companies operating at the center of today’s transformation, we see first-hand how the next wave of technological change is taking shape, at record speed – from semiconductors to advanced connectivity to aerospace, defense and AI. These industries are not only central to Europe’s economic strength, but to its ability to shape what comes next. As European tech creators representing some of the continent’s leading innovators across the foundational technology stack, we recognize our responsibility to help build this future. Together, our companies generate revenues of €417 billion and represent a market capitalization of almost €1.1 trillion. We account for over 957,000 high-tech jobs worldwide and invest over €40 billion in R&D annually and control 213,000 patents globally. We are the nucleus of the powerful ecosystems that form the foundation of Europe’s technological sovereignty, creating a unique opportunity for Europe to lead in the next phase of technological transformation. For the past two decades, the focus has been on building the digital world. But the next phase of innovation will be defined by how digital capabilities are applied in the real world – across industries, infrastructure and entire economies. To create value, technologies like AI must be connected to the physical systems they are meant to improve. Europe has the people, the ecosystems and the technology to lead in this next phase. But too often, it is not converting this position into scale. Instead, we face fragmented markets and subsidized rivals with very strong market penetration in the EU. Companies in Europe face stifling, unnecessarily complex and often overlapping rules that make it inc...
ASML is in a state of panic! The US and the Netherlands jointly ...
However, starting in October 2022, ASML followed the US in imposing export restrictions on China, leaving many domestic manufacturers with no chips available. Even the 800 lithography machines that China previously spent $100 billion to purchase are at risk of ASML canceling their after-sales service.
Bernstein Analyst: AI Agents Drive Chip Demand 'Off the Charts,' Supply ...
ASML (NASDAQ:ASML) ended 2025 with a $45.06 billion order backlog after a record Q4 intake. CEO Christophe Fouquet stated plainly: "Demand for chips is outpacing supply.
