Siemens: We see an opportunity to create computing capabilities in the UAE to train AI models

Good morning. Good seeing you again.

Yes.

I mean, this is a very good time to meet because we have a lot of challenges: geopolitical tensions, we have constraints in supply chains, we have technology, AI technology which is changing everything. So partnerships are important more than ever because you have to think holistically on your systems, energy systems, downstream systems, industries. So getting together and thinking about how you can navigate through these difficult times is super important. Great platform, act, talk about it, engage in discussions. And you can take something out of it, forge new partnerships and take it to the next level.

So there's a couple of topics. Number one is where you cannot go wrong: go local for local.

See advantages in that. Let's take the biggest markets, the United States and China: our local for local value sits at an 85, 87% level, which makes us rather resilient. So this is one thing. The second one is we see extremely high growth rates, for example, in the data center space, electrification and the like. You really have to gear up your capacities. We're using technology, our own technology, to do that so that you can keep up and drive productivity out of our plants using technology. But this goes all the way back to supply chain. And the last one, the third element, is agility. You never know what happens tomorrow. You have to stay agile and tuned so that you're adapting your system to a world which is changing so fast.

So let me start with the collaboration with Nvidia. This goes back a couple of years when we started, and it's expanding into a more comprehensive way. So we are working with Nvidia, for example, in accelerating our simulation software. We have software which simulates the way your products, your manufacturing lines, a whole plant even, to simulate it faster. We can use GPUs to make it 10x, 20x faster. But we're also using Nvidia technology and ours in order to think about how can we genuinely develop new products with AI technologies, or make simulation from verification to really new designs. We're working with Nvidia on a blueprint or on a white paper of our AI factory. What does a new AI factory look like, which is liquid cooled, which is 800 volt DC switching, solid state switching? It's a completely new world which we need as the GPUs are getting more and more powerful and consume more energy. We are working on EDA design, silicon design, which is really done then with our technology, Nvidia's technology, to really design new chips. And the last one is of course the manufacturing space. Now coming to your point, which is autonomous manufacturing: we want to push the limits to the next level, and we use Nvidia technology. Omniverse is an integral part of it, which is the virtual representation of a plant. Now what is the whole idea about an autonomous plant? It's about creating a digital twin of a plant, a product, a plant, the people even running on it, and in manufacturing, and keeping this real time alive. So at any point in time you can look into the digital world and see exactly what's going on in the real world. Now you can start manipulating it, changing it, and creating. Once you simulate it and it works, then you bring it to the real world and operate it. So where are we? We are getting closer and closer, and we have a plant in Amberg in Germany where we added another 500 million investment. We do that jointly also with Nvidia technology, and you will see there a massive amount of robots orchestrated by an orchestration layer. It's not about a single one, it's about many of them. You will see highly automated manufacturing lines, combining traditional automation with robotics. For example, in packaging, you see robots, for example, playing Tetris. You know that game Tetris, they have a box and you have the little things to go into it to pack it in the most dense way.