Key Points ASML has 90% of the market for advanced AI processor machines. Data center infrastructure spending could increase by $4 trillion over the next five years, directly benefiting ASML's equipment sales. ASML has a sustained recurring revenue opportunity from equipment services that could last decades after it sells a machine. 10 stocks we like better than ASML › The demand for artificial intelligence (AI) infrastructure is driving many stock prices higher, and one notable AI company benef ...