During Nvidia 's (NASDAQ: NVDA) fiscal 2026 second-quarter conference call last month, CEO Jensen Huang commented that the company expects global data center capital expenditures to reach $3 trillion to $4 trillion by 2030. A decent portion of this type of spending goes toward outfitting data centers with computing equipment, and anything that has high-end chips in it, whether those are Broadcom (NASDAQ: AVGO) networking switches or Nvidia GPUs, has chips produced using ASML's equipment.