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ASML says planned chip-tool supply will fall short of customer demand through 2028
The Dutch lithography supplier said its customers are raising equipment forecasts, primarily because of their expectations for AI investment. Some have expressed interest in orders for 2029 and 2030, and ASML is investigating capacity beyond its previously planned 2028 increase. It raised the bottom of its 2026 sales forecast to €44 billion.
ThereforeASML says upgrades to existing tools can help chipmakers increase wafer capacity as it investigates more supply.
ASML investor release · Reuters · CNBCCopy link to: ASML says planned chip-tool supply will fall short of customer demand through 2028
Also
CoreWeave seeks insurers' capital for chip-backed loans
Its co-founder told the Financial Times it wants investment-grade ratings to reach cheaper insurance funding; an analyst cited the risk of long data-center leases outlasting customer contracts.
ThereforeIts expansion financing remains exposed to borrowing costs and contract renewals.
Financial TimesCopy link to: CoreWeave seeks insurers' capital for chip-backed loans
Nvidia pledges $250 million in compute for UK AI-safety research
The five-year donation is intended for agent-security and robotics-safety work, with compute access delivered through UK cloud partners.
ThereforeResearchers at Oxford, UCL and Imperial are among those set to gain resources for testing safeguards.
Nvidia Newsroom · ReutersCopy link to: Nvidia pledges $250 million in compute for UK AI-safety research
Scientists call for an international AI-containment body
An open letter signed by 415 scientists urges organizations to initially airgap cyber-capable models and report containment failures to a proposed international body.
ThereforeA shared incident registry would help researchers learn from failures across labs.
AI Security Letter · ReutersCopy link to: Scientists call for an international AI-containment body
Google offers European scientists frontier tools and $3 million in compute credits
Google DeepMind and Google Cloud pledged direct access for up to 200 researchers to tools including AlphaFold 3 and WeatherNext.
ThereforeThe pledge gives selected researchers resources for predicting extreme weather and mapping molecular structures.
blog.google — Google · ReutersCopy link to: Google offers European scientists frontier tools and $3 million in compute credits
OpenAI measures an eightfold rise in agent-tool use among its EU small-business customers
Its analysis says weekly active users of Codex and ChatGPT Work among EU customers with 200 or fewer associated users grew 8.1 times since May.
ThereforeUse of these tools ranges widely across countries and between typical and heavy users in OpenAI's sample.
OpenAICopy link to: OpenAI measures an eightfold rise in agent-tool use among its EU small-business customers
Anthropic opens a Singapore office and signs a government MOU
The agreement covers model evaluation, incident response and AI adoption research; Anthropic says more than 1,500 GovTech engineers and technical staff already use Claude Code.
ThereforeThe office gives Anthropic a local team for government and enterprise customers in Southeast Asia.
AnthropicCopy link to: Anthropic opens a Singapore office and signs a government MOU
Tools & releases
Google and Singapore fine-tune on-device scam detection
Google DeepMind and GovTech Singapore tested a Gemma-based model that examines conversations locally; deployment in citizen apps is planned in phases and requires consent.
Google DeepMindCopy link to: Google and Singapore fine-tune on-device scam detection