supplierScore 80/100Research
Jensen Huang: Scaling AI chip production requires direct engagement with ASML on multi-year EUV supply commitments
Jensen Huang· NVIDIA· AI· 2026-05-27· about ASML (ASML)
“do you go to ASML and say hey if I look out 3 years from now for me for Nvidia to be generating two trillion in a year in revenue we need way more AUV machines. And some of them I have to directly”
Why it matters
This reveals NVIDIA is likely negotiating directly with ASML for long-term EUV capacity commitments to support its growth trajectory. This supplier relationship is critical infrastructure for AI chip scaling.
Investment implication
ASML faces increasing pressure to expand EUV production from its largest customer (NVIDIA/foundries). This may accelerate ASML capex cycles and create opportunity for ASML's own suppliers (vacuum systems, optics, lithography tools).