Mistral's record round covers three quarters of the data centres it already ordered
Samsung led the 3bn euros at a mark above 21bn, ASML extended High NA commitments to Samsung and TSMC on schedules running out to 2033, and neither disclosure says how large Samsung's cheque actually was, which is the number this turns on.
Perspective Coverage
14 publishers- Builder
- Builder 23%
- Operator
- Operator 28%
- Investor
- Investor 49%
Reality
- Evidence70
- Adoption40
- Hype gap+25
- Incentives65
- Confidence65