ASML vs. Nvidia: Who Really Captures the AI Chip Boom?

While Nvidia generates nearly 10 times ASML's revenue and maintains higher profit margins (74% vs 49%), ASML holds a critical monopoly as the sole supplier of EUV lithography machines essential for advanced chip manufacturing. The article suggests ASML may be the safer AI investment due to its irreplaceable position in the supply chain, though Nvidia's faster growth offers greater long-term upside potential.