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ASML to Become Top Shareholder in Mistral AI With $1.5B Investment

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ASML, the Dutch maker of cutting-edge chipmaking equipment, will become the top shareholder in French startup Mistral AI after leading its latest €1.7 billion (~$2B) Series C funding round, sources told Reuters. ASML is committing €1.3 billion ($1.5 billion), securing a board seat at Mistral in the process.

The funding values Mistral at €10 billion ($11.7 billion) pre-money, making it the most valuable AI company in Europe. The deal underscores Europe’s push for technological sovereignty, reducing reliance on U.S. and Chinese AI models.

Founded in 2023 by Arthur Mensch (ex-DeepMind) along with Timothée Lacroix and Guillaume Lample (ex-Meta), Mistral has quickly positioned itself as Europe’s AI champion, competing with giants like OpenAI and Google. It was last valued above $6 billion in 2023 and has backing from Nvidia.

ASML, the sole supplier of extreme ultraviolet (EUV) lithography machines—vital for advanced chipmaking by firms like TSMC and Intel—could integrate Mistral’s AI-driven data analytics to improve its €180 million EUV systems. The partnership could bolster both firms: Mistral gains capital and industrial ties, while ASML sharpens its AI-enabled chipmaking capabilities.

The move highlights a rare strategic alignment of two European tech powerhouses. By tying together semiconductor infrastructure and AI model development, the partnership signals Europe’s intent to carve out a sovereign AI ecosystem in a field dominated by U.S. and Chinese players.

Nvidia Warns U.S. GAIN AI Act Could Harm Competition, Echoes AI Diffusion Rule

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Nvidia criticized the proposed GAIN AI Act on Friday, warning that it would restrict global competition and hurt the U.S. economy much like last year’s AI Diffusion Rule, which limited the export of high-performance chips.

The Guaranteeing Access and Innovation for National Artificial Intelligence Act, introduced as part of the National Defense Authorization Act, would require AI chipmakers to prioritize domestic orders before fulfilling foreign contracts. Exporters would also need licenses to ship chips above certain performance thresholds, specifically processors rated 4,800 or higher in total computing power.

In a statement, Nvidia argued the law addresses a non-existent issue:

“We never deprive American customers in order to serve the rest of the world. In trying to solve a problem that does not exist, the proposed bill would restrict competition worldwide in any industry that uses mainstream computing chips.”

The Act mirrors the AI Diffusion Rule enacted under President Joe Biden, which rationed computing capacity among allies while cutting off rivals like China. Both measures reflect Washington’s effort to secure U.S. access to advanced silicon and limit China’s AI capabilities, particularly amid concerns about its military applications.

The debate comes just weeks after President Donald Trump struck a deal with Nvidia allowing the company to resume certain AI chip exports to China in exchange for the U.S. government receiving a cut of sales—an unprecedented arrangement underscoring the geopolitical stakes around advanced semiconductors.

If enacted, the GAIN AI Act could reshape the global AI hardware supply chain, tightening U.S. control over who gets access to the most powerful chips.

Qualcomm and BMW Unveil Automated Driving System With Hands-Free Features

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Qualcomm and BMW announced Friday the launch of Snapdragon Ride Pilot, a new automated driving system aimed at boosting competitiveness in the fast-growing driver-assistance market. The technology, debuting in BMW’s electric iX3, offers hands-free highway driving, automatic lane changes, and parking assistance.

While advanced, the system does not qualify as fully autonomous “Level 5” driving. The driver remains responsible for supervising the vehicle. Qualcomm said Ride Pilot has been validated in over 60 countries and will expand to more than 100 by 2026, giving it one of the broadest global footprints for such systems.

The collaboration underscores Qualcomm’s aggressive push beyond smartphones into automotive electronics. The company posted 21% growth in automotive revenue in the third quarter, reaching $984 million, and projects $8 billion annually by 2029.

Competition is intensifying, with Nvidia and Mobileye both pitching their platforms to automakers, while Tesla and General Motors continue developing proprietary driver-assistance stacks. By making Ride Pilot available not just to BMW but also to global automakers and Tier-1 suppliers, Qualcomm is positioning itself as a key supplier for the industry’s shift toward automation.