[bootsmann]

Most of the monopolies in the GPU supply chain (ASML, Zeiss etc.) are European companies. The “EU has no AI” narrative is mostly pushed by VCs so they can keep raising funds from European investors.

[mschuster91]

ASML and Zeiss however are by far not reflecting being part of the "AI shovel sellers" in their stonk market charts as is NVDA.

We may have a lot of exposure via our "hidden champions" but we don't even come close in actually getting financial share out of that bubble.