English summary only; the full six-section research report is in Chinese. ASML's realized equipment sales, margins and CFO diverge from CoreWeave's high secondary bond yields, while Google/AEP signed a new long-term 702 MW PPA. Watch supplier orders, recurring cash conversion and energization, not stock prices. Full Chinese report: https://argusx.fun/research/ai-infrastructure/2026-10-15/daily/

## Public sources

- [ASML Q3 2026 results, official release, 14 October](https://www.investor.asml.com/news-releases/news-release-details/asml-reports-eu11.7-billion-total-net-sales-and-eu5.0-billion-net-income-q3-2026)
- [ASML Q3 2026 US GAAP financial statements, cash flows and balance sheets](https://ml-eu.globenewswire.com/Resource/Download/5bcb0f5c-1729-4046-baad-849ca7feb9a3)
- [AEP official: 702 MW Google fuel cell power project, 14 October](https://www.aep.com/news/stories/view/12314/)
- [Reuters: Red hot CPI report fuels AI rout, CoreWeave bond yields, 14 October](https://www.reuters.com/business/red-hot-cpi-report-fuels-ai-rout-2026-10-14/)
- [Marvell OCP Global Summit 2026 technical roadmap, 8 October](https://investor.marvell.com/news-events/press-releases/detail/1036/marvell-to-showcase-open-ai-infrastructure-solutions-at-ocp-global-summit-2026)
- [TSMC Q3 2026 official earnings conference schedule](https://investor.tsmc.com/english/quarterly-results/2026/q3)