Competing in the World of AI

Veldhoven | April 29, 2026 | Hosted at ASML

Format: A full-day closed working session for participating members, including dinner. Followed by a half-day Agentic AI working session.

9:00 – 10:00 | Opening & Framing

Introduction, objectives, and discussion norms for the day.

10:00 - 11:15 | 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
• Digital transformation across R&D, manufacturing, and global services
• Running AI at industrial scale in ultra-complex, safety-critical environments and supply chains
• Signals from the semiconductor ecosystem about the next decade of AI infrastructure

11:15 – 12:15 | Lunch

12:15 – 1:45 | Transformation Roadmaps & Capital Allocation

Where AI investment is being concentrated — and whether the sequencing and thesis hold up under scrutiny.

1:45 – 3:00 | Tech Sovereignty & Concentration Risk

The structural constraints shaping enterprise AI strategy — and the hard choices about resilience, optionality, and dependency.

3:00 - 3:15 | Break

3:15 – 4:30 | 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.

4:30 – 5:00 | Closing Synthesis

Consolidated takeaways and highest-signal shifts from the day

5:00 | Travel: Veldhoven → Amsterdam

(transportation arranged)

7:00 | Dinner, Amsterdam

Competing in the World of AI

Amsterdam | April 30, 2026 | Hosted at Miro

Format: A half-day Agentic AI working session.

9:00 – 2:00 | Opening & Framing

Agentic AI Building Session, Lunch and Discussions

Executive Technology Board (c)