
The COT Daily AI Brief · Dec 18, 2025 · 8 min
China's EUV Breakthrough Shakes Tech World | AI Briefing 18 Dec 2025
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transcript
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China's EUV breakthrough and Oracle's $248B AI bet redefine tech power dynamics.
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What we're covering:
- China's EUV Prototype Challenges ASML Monopoly
- The Infrastructure Arms Race
- The latest in The Big Boys
- And more...
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