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.

(8:30 - 9:00 | Doors Open + Coffee & Check In)

9:00 – 9:30 | Opening & Framing

Introduction, objectives, and rules for the day.

9:30 - 10:15 | Signals from the Front End of the Supply Chain of Computing

An ASML strategic view and Q&A on semiconductors, power, compute, capacity, and signals for AI and enterprise strategy.

10:15 - 12:15 | Transformation Roadmap & Capital Allocation

Prioritizing AI investments, sequencing major bets, and reassessing where value is actually emerging - In a world where the Pace of Change is the slowest it will ever be.

12:15 – 1:00 | Lunch

1:00 - 1:45 | Inside ASML: AI in Practice

A curated inside look at how ASML is thinking about innovation, digital transformation, and AI in one of the world’s most demanding engineering environments.

2:00 – 3:30 | 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.

3:30 - 3:45 | Break

3:45 - 5:00 | Tech Sovereignty & Concentration Risk

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

5:00 | Travel: Veldhoven → Amsterdam

(one way transportation arranged)

7:00 | Closing Synthesis over Drinks

Consolidated takeaways and highest-signal shifts from the day

7:30 | Dinner

Competing in the World of AI

Amsterdam | April 30, 2026 | Hosted at Miro

Format: A half-day Agentic AI working session.

(8:30 - 9:00 | Doors Open + Coffee & Check In)

9:00 – 1:00 | Building Agentic AI

Agentic AI Building Session, Lunch and Discussions

1:00 - 2:00 | Optional focused breakouts and peer exchange

Executive Technology Board (c)