Your scenario seems like a bit of a stretch, but maybe it could be distilled a bit. It could be an anchor of outright vertical integration. You have Open AI spending billions in Capex... and remember, they even tried to secure funding for fabs. NVIDIA has also done quite a bit of synergistic vertical integration to get to their trillion dollar status (one has to look within the data center and within the software stacks. It goes way back, back to things like the Infiniband acquisition). Taking all that into account, it's arguably not that absurd for ASML to push outside of the castle walls a bit with at least some feeler tentacles. Maybe someday ASML cutting edge equipment will be supplying a mega- European AI factory, where in an alternate reality they use slightly more economical single pattern EUV machines instead of double patterning, and ASML's stakeholder status helped make it so.

That almost seems distasteful to consider, but it almost seems like the way the world is going, with corporate interests quite obviously at the forefront of decision making. One would think ASML might even have some insight into this, considering their position in the world...