/The%20logo%20for%20ASML%20on%20a%20corporate%20office%20by%20Skorzewiak%20via%20Shutterstock.jpg)
The U.S. has between 3,000 and 4,700 active data centers, with plans to build another 1,500. Globally, there are about 11,800, with plans to add about 100 gigawatts of new capacity by 2030. All of which creates substantial opportunity for beaten-down stocks such as ASML Holding (ASML). However, to run all of those data centers, the world needs advanced AI chips. Today’s most advanced data-center AI processors, manufactured on 4nm, 5nm, and certain 7nm processes, depend heavily on ASML’s lithography technology. And as the industry moves toward 2nm production, that dependence on ASML’s EUV systems will become even more important.
