AI Infrastructure Arms Race: ASML EUV Tools, Anthropic Compute Spend
ASML signaled production of 130+ EUV tools in 2028, up from prior guidance; estimates suggest Anthropic's compute commitments may reach $56B in 2027 and $86B in 2028 — with some saying that's still an undercount.
What we know
ASML's Q3 results implied an upward revision to EUV tool production guidance, now pointing to 130+ units in 2028, above the prior 120–125 estimate. This is bullish for the broader semiconductor capex cycle. On AI model training infrastructure, RHouseResearch estimates Anthropic's binding compute commitments translate to $56B in 2027 and $86B in 2028, with an account on X commenting they'll spend significantly more. Meanwhile, Claude Opus 5.5 is already generating tangible value in the AEC space: a viral demo showed it converting a floor plan into a fully walkable 3D home — automating a service that costs $5K–$10K per project. Anthropic's international chief also weighed in publicly on open-weight AI safety risk, per a Bloomberg quote cited by another account on X.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.