ASML computer company said its customers are already queuing for machines to be delivered in 2030.
That’s because chip makers can’t keep up with demand.
Nigel Green, deVere Group chief executive officer said it is exploring ways to increase its chip-making capacity more than its already planned increase of 30 per cent.
“Everyone’s focused on how much money is pouring into AI,” said Green.
“The more useful question is how fast it can actually be spent, and that comes down to how many of these machines get built each year.
“A trillion-dollar pledge doesn’t mean much if the equipment won’t turn up until 2030.
“Only one company in the world can make the machines the most advanced chips depend on, and there’s a limit to how many it can build.
“You can raise all the capital you like, but if the equipment isn’t there, the money sits and waits.”
