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The Industrial AI Revolution: Siemens Keynote at CES 2026

[HPP] Jensen HuangJanuary 7, 20261h 2min
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The Industrial AI Revolution

  • πŸ’‘ Artificial Intelligence is positioned as the transformative general-purpose technology for this century, akin to electricity for the last, redefining design, manufacturing, and infrastructure.
  • πŸš€ Siemens is powering this industrial AI revolution by integrating AI into physical systems, moving it from a "feature" to a "force" with direct real-world impact.
  • βœ… The company's strategy involves combining AI-powered technologies, deep industrial domain know-how, and strategic partnerships, all connected by valuable industrial data within the Siemens Xcelerator marketplace.

Expanded Partnerships for AI Innovation

  • 🀝 The Siemens and NVIDIA partnership is expanding to build an "Industrial AI Operating System," focusing on AI-native chip design, AI-native simulation, and AI-driven adaptive manufacturing.
  • ⚑ AI-native chip design aims to accelerate EDA software with GPUs and train models for proposing new designs, while AI-native simulation will use GPUs and teach AI physics to emulate physical outcomes 10,000-100,000 times faster.
  • πŸ€– AI-driven adaptive manufacturing envisions factories as "giant robots" orchestrating other robots, with Siemens launching its first fully AI-driven site in Germany by 2026.
  • ☁️ The Siemens and Microsoft partnership focuses on bridging IT and OT, launching nine new Industrial Copilots to streamline manufacturing and operations, and building custom AI models trained with real-world industrial data.

Digital Twins and Real-World Impact

  • πŸ› οΈ Siemens introduced the Digital Twin Composer, a new tool available mid-2026, enabling the creation of virtual 3D models of products, plants, and processes, connected to real-time data for simulation and optimization.
  • 🎯 PepsiCo is an early adopter, using the Digital Twin Composer to simulate and upgrade facilities, achieving 90% issue detection before physical implementation and a 20% efficiency increase at a Gatorade plant.
  • πŸš— The PAVE 360 automotive digital twin allows developers to simulate real-world driving conditions and test autonomous systems before physical vehicle existence, accelerating development.

Enhancing Operations and Energy

  • πŸ‘“ Ray-Ban Meta AI Glasses are being integrated for shop floor efficiency, providing real-time audio guidance to workers, transforming them into "connected experts" and boosting productivity.
  • βš›οΈ Commonwealth Fusion Systems (CFS) is leveraging Siemens technology for design, manufacturing, and automation to accelerate the path to commercial clean fusion energy, aiming for a 400MW commercial plant (Arc) with Google as a power buyer.
  • πŸ’‘ Industrial AI is crucial for grid stability and optimization, enabling better load prediction, stabilizing grids, and maximizing existing grid capacity by 20% without new infrastructure.

The Future of Industrial AI

  • 🌱 Siemens envisions a future where industrial AI becomes the "invisible fabric" of our lives, leading to highly optimized production, minimal equipment failures, and personalized healthcare.
  • 🌍 This future includes 100% reliable and zero-emission autonomous vehicles, clean and abundant energy flow, and self-repairing, self-optimizing infrastructure, transforming everyday life for everyone.
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What’s Discussed

Industrial AIDigital TwinsNVIDIA PartnershipMicrosoft PartnershipIndustrial CopilotsAI-driven ManufacturingFusion EnergyGrid OptimizationAI-native SimulationAI-native Chip DesignSiemens XceleratorSupply Chain OptimizationAutonomous DrivingLife SciencesRay-Ban Meta AI Glasses
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