Locator: 48673ASML.
One gets the feeling that just one ASML product and installation is bigger than NASA's Apollo project back in the 1960s.
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The AI Story Is An Energy Story
Actually, the sixth industrial revolution runs on electricity which pretty much depends on natural gas.
Silicon? Ubiquitous. Natural gas? Not so much.
Having said that, the three companies above are quasi-monopolies if not outright monopolies.
Of the three ASML has the widest moat, followed by TSMC which, in turn, is followed by Nvidia, although I'm really not sure about the ranking. I don't think it matters.
If google is deemed to be a monopoly, I wonder when ....