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ASML, a leading semiconductor equipment manufacturer, is benefiting from its dominant position in extreme ultraviolet (EUV) lithography technology amid rising AI-driven infrastructure investment. The company reported Q2 revenues of $10.8 billion, up 24.2% YoY, with strong net income and gross margin

NVIDIA has announced a strategic partnership with major investment firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish AI compute infrastructure financing platforms mobilizing over $500 billion in third-party capital. This move represents NVIDIA's deepening