Article URL: https://www.reuters.com/business/asml-forecasts-q4-sales-above-expectations-ai-chip-demand-2026-10-14/ Comments URL: https://news.ycombinator.com/item?id=50088430 Points: 156 # Comments: 152
Compute supply, energy and data-center capacity decide how cheaply AI can run. Infrastructure shifts show up in inference costs weeks later.
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