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I don't see any way, shape or form in which ASML needs Mistral. If they are interested in AI-based chip design, they should either partner with a leading provider or keep their cards open for buying a startup that focuses on that specifically. Mistral is not even a leader on the segment they specialize in (open-source LLMs).

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Do they need a "leader" ? Things move fast and Mistral is not much behind and it seems they are making enterprise relations, they can get EU contracts that a Chinese or USA provider would not be allowed and the only downside you are max 3 months behind. So for vibe coding they need to catch up, for other stuff the differences are not that large to notice.

But what is the ambition for ASML here, to become a LLM provider for European businesses? To build chips that help Mistral train their models? I just don't get the synergy.

No idea, maybe they have money and they want to invest in something that they think is growing. Could be that there are some other plans with creating chips in EU and would then make more sense.

Their coding models are quite good actually, and fast

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