Nvidia (NASDAQ: NVDA) has become one of the biggest companies on the planet thanks to the popularity of its graphics processing units (GPUs), which have become the gold standard for AI data center processors. Micron Technology (NASDAQ: MU) isn't as large, but the stock is up more than 200% this year, driven by surging demand for its high-bandwidth memory chips. Both companies have been central to the build-out of artificial intelligence infrastructure. But there's a Dutch company that's just as important. And unlike Nvidia or Micron, it doesn't manufacture or design the chips themselves. That company is ASML (NASDAQ: ASML), and I've long believed it's one of the most compelling ways you can invest in the AI infrastructure boom.
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