Competing in the World of AI
Veldhoven & Amsterdam | April 29, 2026 | Hosted at ASML
Format: A full-day closed working session for participating members. Most members hoteling in Amsterdam. Agenda Timing adjusted for train journeys. Dinner in Amsterdam.
10:00 – 11:30 | ASML Inside View: Digital & AI in Practice
A behind-the-scenes look at how transformation is executed in one of the world's most demanding engineering environments — and a grounding for the peer discussions that follow.
- Facility tour: lithography technology and the physical infrastructure of global compute
- How ASML approaches digital transformation across R&D, manufacturing, and global services
- Running AI at industrial scale in ultra-complex, safety-critical environments and supply chains
- What the semiconductor ecosystem signals about the next decade of AI infrastructure
11:30 – 12:15 | Lunch
12:15 – 12:45 | Opening & Framing
Introduction, objectives, and discussion norms for the day.
Pulse round: One starting thought from each member — the most dangerous assumption currently embedded in the AI strategy.
12:45 – 2:00 | Session 1: Transformation Roadmaps & Capital Allocation
Where AI investment is being concentrated — and whether the sequencing and thesis hold up under scrutiny.
2:00 – 3:15 | Session 2: Tech Sovereignty & Concentration Risk
The structural constraints shaping enterprise AI strategy — and the hard choices about resilience, optionality, and dependency.
3:15 – 4:00 | Session 3: Beyond Process — AI at the Physical & Product Layer
The shift from AI as an operational tool to AI as a product capability and physical systems enabler.
4:00 – 4:30 | Closing Synthesis
- Consolidated takeaways and highest-signal shifts from the day
~5:00 | Travel: Veldhoven → Eindhoven Centraal → Amsterdam Centraal
15 min to station. Direct train service. Journey approximately 1 hour 20 minutes.
7:00 | Dinner, Amsterdam
(Venue TBD)
Optional Day 2: Build an Agentic System
Amsterdam | April 30, 2026 | Hosted at Miro
Format: A half-day working session for participating members.
9:00 | Start
A member-driven, closed-door working session with a small group and a curated set of Europe's leading AI companies. The goal is to collaboratively build agentic AI systems using real tools and workflows — not demos. Founders and CEOs participate as working contributors, not presenters. Full program detail to follow.
12:00 | Lunch & Adjourn
Executive Technology Board (c)