…rekenen, onder Nederlandse en Amerikaanse exportvergunningen. Het Internationaal Energieagentschap ziet datacenterstroom groeien van 415 terawattuur in 2024 naar circa 945 terawattuur in 2030.
ASML AR 2025 US GAAP: ASML is currently the world’s only manufacturer of EUV lithography systems.; risk: Our business is subject to a range of export control restrictions… we are required to secure export licenses for EUV systems, specific DUV immersion systems…. TSMC Form 20-F (investor PDF): technology leader among the dedicated foundries in terms of our net revenue of advanced semiconductors of 7-nanometer and below…. TSMC 2024 Business Overview: TSMC pioneered the pure-play foundry business model with an exclusive focus on manufacturing its customers’ products.; industry-leading 3-nanometer… represented 18% of our total wafer revenue in 2024. NVIDIA 10-K FY2025: At the foundation of the NVIDIA accelerated computing platform are our GPUs…
In het Annual Report 2025 (US GAAP) noemt ASML zichzelf currently the world’s only manufacturer of EUV lithography systems — self-report in audited annual report / 20-F-keten, geen antitrust-conclusie.
«ASML is currently the world’s only manufacturer of EUV lithography systems.»
In het Annual Report 2025 (US GAAP) risk-deel stelt ASML dat export control restrictions, sanctions en trade regulations de levering van systems/technology/services raken, en dat onder Dutch, US and other applicable laws export licenses nodig zijn voor EUV systems en specific DUV immersion systems — chokepoint via documenteerde export-control, geen BIS-homepage-parafrase.
«Our business is subject to a range of export control restrictions, sanctions, tariffs, and broader international trade regulations that affect our ability to deliver systems, technology, and services. Geopolitical tensions have already led – and may continue to lead – to an increase in such restrictions. For example, deliveries to certain countries, such as China, have been increasingly impacted by export regulations, which impose requirements to obtain specific licenses and approvals. Specifically, under Dutch, US and other applicable laws, we are required to secure export licenses for EUV systems, specific DUV immersion systems, and some of our other products.»
In Form 20-F noemt TSMC zichzelf technology leader among the dedicated foundries gemeten naar net revenue of advanced semiconductors of 7-nanometer and below — self-report in SEC-keten, geen onafhankelijke marktaandeelstudie.
«We also believe that we are the technology leader among the dedicated foundries in terms of our net revenue of advanced semiconductors of 7-nanometer and below and are one of the leaders in the semiconductor manufacturing industry for mainstream and specialty technologies.»
In de 2024 Business Overview / Annual Report schrijft TSMC dat het de pure-play foundry business model pioneerde met exclusive focus on manufacturing its customers’ products — foundry-self-report, geen antitrust-conclusie.
«TSMC pioneered the pure-play foundry business model with an exclusive focus on manufacturing its customers’ products.»
In Form 10-K over fiscal year 2025 stelt NVIDIA dat GPUs at the foundation of the accelerated computing platform staan en excelleren in parallelle workloads zoals training en inferencing van neurale netwerken — chip-ingredient, geen hyperscaler-platformclaim.
«At the foundation of the NVIDIA accelerated computing platform are our GPUs, which excel at parallel workloads such as the training and inferencing of neural networks.»
In het IEA-basisscenario meer dan verdubbelt het elektriciteitsverbruik van datacenters naar circa 945 TWh in 2030 — iets meer dan het huidige verbruik van Japan. AI is de belangrijkste driver, naast andere digitale diensten. In de Verenigde Staten zijn datacenters bijna de helft van de groei van de elektriciteitsvraag tot 2030.
«Data centre electricity consumption is set to more than double to around 945 TWh by 2030. This is slightly more than Japan’s total electricity consumption today. AI is the most important driver of this growth, alongside growing demand for other digital services. The United States accounts for by far the largest share of this projected increase, followed by China. In the United States, data centres account for nearly half of electricity demand growth between now and 2030.»
Constellation tekent zijn grootste power purchase agreement met Microsoft: een deal die Three Mile Island Unit 1 herstart als Crane Clean Energy Center en ongeveer 835 megawatt koolstofvrije stroom aan het net toevoegt. Het is een PPA van 20 jaar. Microsoft koopt de energie van de herstartte centrale om het vermogen dat zijn datacenters in PJM gebruiken te matchen met koolstofvrije energie.
«Constellation signs its largest-ever power purchase agreement with Microsoft, a deal that will restore TMI Unit 1 to service and keep it online for decades; add approximately 835 megawatts of carbon-free energy to the grid; create 3,400 direct and indirect jobs and deliver more than $3 billion in state and federal taxes. Constellation (Nasdaq: CEG) announced today the signing of a 20-year power purchase agreement with Microsoft that will pave the way for the launch of the Crane Clean Energy Center (CCEC) and restart of Three Mile Island Unit 1, which operated at industry-leading levels of safety and reliability for decades before being shut down for economic reasons exactly five years ago today. Under the agreement, Microsoft will purchase energy from the renewed plant as part of its goal to help match the power its data centers in PJM use with carbon-free energy.»
Onder de overeenkomst met Energy Northwest heeft Amazon het recht elektriciteit te kopen van het eerste SMR-project: vier modules, verwacht 320 MW. Energy Northwest kan de site uitbouwen met maximaal acht extra modules (640 MW), tot 960 MW totaal. Dat extra vermogen is beschikbaar voor Amazon en voor nutsbedrijven in het Northwest.
«Under the agreement, Amazon will have the right to purchase electricity from the first project (4 modules), which is expected to generate 320 megawatts (MW) of energy capacity. Energy Northwest has the option to further build out the site by adding up to 8 additional modules (640 MWs), resulting in a total project generating capacity of up to 960 MWs. This additional power will be available to Amazon and northwest utilities to power homes and businesses.»
Google tekent naar eigen zeggen het eerste corporate agreement om kernenergie te kopen uit meerdere small modular reactors van Kairos Power. De eerste SMR moet snel en veilig online in 2030, met verdere reactoren tot 2035. De deal moet tot 500 MW nieuwe 24/7 koolstofvrije stroom op Amerikaanse netten mogelijk maken.
«Today, we’re building on these efforts by signing the world’s first corporate agreement to purchase nuclear energy from multiple small modular reactors (SMRs) to be developed by Kairos Power. The initial phase of work is intended to bring Kairos Power’s first SMR online quickly and safely by 2030, followed by additional reactor deployments through 2035. Overall, this deal will enable up to 500 MW of new 24/7 carbon-free power to U.S. electricity grids and help more communities benefit from clean and affordable nuclear power.»
ERCOT volgt ongeveer 189 GW aan large loads die interconnectie zoeken, tegen 56 GW in september 2024. Ongeveer 69% daarvan zijn datacenters. Dat is de aansluitwachtrij — aangevraagde belasting, niet ingeschakeld vermogen.
«ERCOT is tracking approximately 189 GW of Large Loads seeking interconnection (compared to 56 GW in September 2024) of which ~69% are data centers.»