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Nice, also note that ASML is a big investor in Mistral AI, which made the industrial AI ambitions already more credible. https://www.asml.com/en/news/press-rele

Nice, also note that ASML is a big investor in Mistral AI, which made the industrial AI ambitions already more credible. https://www.asml.com/en/news/press-releases/2025/asml-mistral-ai-enter-strategic-partnership https://www.asml.com/en/news/press-releases/2025/asml-mistra...

pm90 5mo ago
can you explain how it makes it more credible? is the assertion that asml is using mistral as part of its research/manufacturing?
- spiderfarmer 5mo ago
  ASML knows like no other the importance of doing research in secrecy.
  - deleted 5mo ago
    [deleted]
- SyneRyder 5mo ago
  From the link: "...a long-term collaboration agreement to explore the use of AI models across ASML’s product portfolio as well as research, development and operations..." ASML is one of the clients Mistral keeps referencing, for example here: https://mistral.ai/news/forge https://mistral.ai/news/forge But it isn't clear exactly what they've been doing together. The Forge page only mentions they "train models on the proprietary data that powers their most complex systems and future-defining technologies."
- john_strinlai 5mo ago
  the assertion is that the people at asml are likely in a good position to assess ai use in complex industry
- mtct88 5mo ago
  ASML is one of the bigger investor of Mistral https://mistral.ai/news/mistral-ai-raises-1-7-b-to-accelerate-technological-progress-with-ai https://mistral.ai/news/mistral-ai-raises-1-7-b-to-accelerat...
- yieldcrv 5mo ago
  It doesn’t ASML’s EUV money printer has nothing to do with their ability to deploy that money in illiquid investments instead of to their own shareholders ASML buying equity in one company in tangentially related industry (just because they’re in Europe and the pickings are slim in both offerings and growth capital) has nothing to do with any synergy or integration with ASML’s utility (and bottleneck) to the chip supply chain remember when you were studying for standardized tests as a teenager? this is what the high scoring answer would be
  - stingraycharles 5mo ago
    A friend of mine works for ASML and it’s suggested they were nudged quite heavily “from above” to make this investment, rather than it being an actual strategic play by ASML. Basically “sovereign EU AI” is the play here.
    - yieldcrv 5mo ago
      a cursory understanding of the subcontinent's abysmal venture capital ecosystem and bloc wide risk aversion would have anyone reach the same conclusion
      - sho_hn 5mo ago
        Right, because the US and Chinese governments don't do/encourage any strategic investments into critical technologies. Somehow people are only upset when Europeans dare to do the same.
        yieldcrv 5mo ago
        Because the European ecosystem is a joke for reasons that are dumb and this is a symptom There’s nothing to say when the party does an investment thats their system they have total control in a state capitalist society that raised their population on marxism And the US ecosystem is diverse to have relevant purpose built vehicles doing private investments, in conjunction with various public market operations by the state
kergonath 5mo ago
ASML is the flashy, public-facing partner. Mistral is also working with the French government and defense industry for applications that are unlikely to be publicly announced, but are bound to bring in much more money.
- sravanipuuta 5mo ago
  The European-sovereignty angle is what makes Mistral's strategy harder to read from the outside. If a meaningful share of revenue comes from EU government and defense contracts, the public benchmarks against OpenAI/Anthropic stop being the right scoreboard — they're optimizing for different procurement rules and a different definition of "trustworthy." Curious if anyone has visibility into how those contracts are structured: per-seat, on-prem, or something closer to hosted with sovereign keys?
  - snowpid 5mo ago
    I'd like to add that we have publicly the procurement from the US government for the US models. And I also guess the Chinese government uses their model providers as well. So I wouldnt see so strange anymore.
  - kergonath 5mo ago
    I don’t know much about the really secret stuff, but Mistral is known to help customers build their own infrastructure to deploy their models and handle confidential data securely. They are also building data centers for their own cloud. It’s difficult to have a clear picture, in most cases we know about the partnership without having all the details (e.g. with ASML, CMA-CGM, or HSBC, or even worse with government or EU institutions).
  - deaux 5mo ago
    > Don't post generated comments or AI-edited comments. HN is for conversation between humans.
- dainank 5mo ago
  Mistral AI and the Luxembourgish government also have a strategic partnership: https://gouvernement.lu/en/gouvernement/stephanie-obertin/actualites.gouvernement2024%2Ben%2Bactualites%2Btoutes_actualites%2Bcommuniques%2B2025%2B06-juin%2B17-frieden-mistral-ai.html https://gouvernement.lu/en/gouvernement/stephanie-obertin/ac...

pm90 5mo ago

can you explain how it makes it more credible? is the assertion that asml is using mistral as part of its research/manufacturing?

spiderfarmer 5mo ago
ASML knows like no other the importance of doing research in secrecy.
- deleted 5mo ago
  [deleted]
SyneRyder 5mo ago
From the link: "...a long-term collaboration agreement to explore the use of AI models across ASML’s product portfolio as well as research, development and operations..." ASML is one of the clients Mistral keeps referencing, for example here: https://mistral.ai/news/forge https://mistral.ai/news/forge But it isn't clear exactly what they've been doing together. The Forge page only mentions they "train models on the proprietary data that powers their most complex systems and future-defining technologies."
john_strinlai 5mo ago
the assertion is that the people at asml are likely in a good position to assess ai use in complex industry
mtct88 5mo ago
ASML is one of the bigger investor of Mistral https://mistral.ai/news/mistral-ai-raises-1-7-b-to-accelerate-technological-progress-with-ai https://mistral.ai/news/mistral-ai-raises-1-7-b-to-accelerat...
yieldcrv 5mo ago
It doesn’t ASML’s EUV money printer has nothing to do with their ability to deploy that money in illiquid investments instead of to their own shareholders ASML buying equity in one company in tangentially related industry (just because they’re in Europe and the pickings are slim in both offerings and growth capital) has nothing to do with any synergy or integration with ASML’s utility (and bottleneck) to the chip supply chain remember when you were studying for standardized tests as a teenager? this is what the high scoring answer would be
- stingraycharles 5mo ago
  A friend of mine works for ASML and it’s suggested they were nudged quite heavily “from above” to make this investment, rather than it being an actual strategic play by ASML. Basically “sovereign EU AI” is the play here.
  - yieldcrv 5mo ago
    a cursory understanding of the subcontinent's abysmal venture capital ecosystem and bloc wide risk aversion would have anyone reach the same conclusion
    - sho_hn 5mo ago
      Right, because the US and Chinese governments don't do/encourage any strategic investments into critical technologies. Somehow people are only upset when Europeans dare to do the same.
      - yieldcrv 5mo ago
        Because the European ecosystem is a joke for reasons that are dumb and this is a symptom There’s nothing to say when the party does an investment thats their system they have total control in a state capitalist society that raised their population on marxism And the US ecosystem is diverse to have relevant purpose built vehicles doing private investments, in conjunction with various public market operations by the state

kergonath 5mo ago

ASML is the flashy, public-facing partner. Mistral is also working with the French government and defense industry for applications that are unlikely to be publicly announced, but are bound to bring in much more money.

sravanipuuta 5mo ago
The European-sovereignty angle is what makes Mistral's strategy harder to read from the outside. If a meaningful share of revenue comes from EU government and defense contracts, the public benchmarks against OpenAI/Anthropic stop being the right scoreboard — they're optimizing for different procurement rules and a different definition of "trustworthy." Curious if anyone has visibility into how those contracts are structured: per-seat, on-prem, or something closer to hosted with sovereign keys?
- snowpid 5mo ago
  I'd like to add that we have publicly the procurement from the US government for the US models. And I also guess the Chinese government uses their model providers as well. So I wouldnt see so strange anymore.
- kergonath 5mo ago
  I don’t know much about the really secret stuff, but Mistral is known to help customers build their own infrastructure to deploy their models and handle confidential data securely. They are also building data centers for their own cloud. It’s difficult to have a clear picture, in most cases we know about the partnership without having all the details (e.g. with ASML, CMA-CGM, or HSBC, or even worse with government or EU institutions).
- deaux 5mo ago
  > Don't post generated comments or AI-edited comments. HN is for conversation between humans.
dainank 5mo ago
Mistral AI and the Luxembourgish government also have a strategic partnership: https://gouvernement.lu/en/gouvernement/stephanie-obertin/actualites.gouvernement2024%2Ben%2Bactualites%2Btoutes_actualites%2Bcommuniques%2B2025%2B06-juin%2B17-frieden-mistral-ai.html https://gouvernement.lu/en/gouvernement/stephanie-obertin/ac...